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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 | $112,574 | $114,093-1.3% | $96,171+17.1% | $167,536-32.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 2.61% | 190.00%-187.4pp | 192.04%-189.4pp | 478.82%-476.2pp |
| Employer contribution / active EE | $58,800 | $3,429+1614.5% | $2,799+2000.9% | $4,839+1115.1% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $323 | $6,899-95.3% | $5,538-94.2% | $12,315-97.4% |