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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 | $147,452 | $226,090-34.8% | $182,531-19.2% | $152,885-3.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -0.00% | 192.57%-192.6pp | 148.57%-148.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $6,429 | $4,978+29.1% | $4,075+57.7% | $4,763+35.0% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,269 | $10,705-41.4% | $8,593-27.0% | $11,598-45.9% |