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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 | $58,435 | $56,197+4.0% | $67,652-13.6% | $59,633-2.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -3.68% | 18508.10%-18511.8pp | 6625.40%-6629.1pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $3,571 | $1,615+121.2% | $2,266+57.6% | $2,203+62.1% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,730 | $3,958-5.8% | $4,821-22.6% | $4,297-13.2% |