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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 | $109,564 | $150,442-27.2% | $136,295-19.6% | $147,585-25.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -0.50% | 1049.09%-1049.6pp | 5155.97%-5156.5pp | 578.56%-579.1pp |
| Employer contribution / active EE | $1,837 | $5,256-65.0% | $4,695-60.9% | $4,876-62.3% |
| Participant deferral / active EE | $483 | $6,630-92.7% | $6,247-92.3% | $5,439-91.1% |
| Admin fee / account holder | $78,020 | $10,905+615.4% | $9,243+744.1% | $10,885+616.7% |