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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,565 | $134,817-28.4% | $123,973-22.1% | $155,188-37.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | -0.45% | 515.49%-515.9pp | 388.13%-388.6pp | 148.84%-149.3pp |
| Employer contribution / active EE | $37,500 | $4,425+747.4% | $4,126+808.9% | $4,248+782.8% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $357 | $13,245-97.3% | $11,799-97.0% | $14,480-97.5% |