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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 | $97,486 | $100,938-3.4% | $90,461+7.8% | $158,982-38.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.63% | 1727.20%-1725.6pp | 1294.76%-1293.1pp | 302.99%-301.4pp |
| Employer contribution / active EE | $2,000 | $3,691-45.8% | $3,264-38.7% | $4,763-58.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $656 | $6,510-89.9% | $5,617-88.3% | $11,252-94.2% |