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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 | $39,410 | $160,028-75.4% | $147,080-73.2% | $145,884-73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.78% | 98.60%-97.8pp | 420.17%-419.4pp | 551.85%-551.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $972 | $8,422-88.5% | $8,066-87.9% | $6,690-85.5% |
| Admin fee / account holder | $51,634 | $15,030+243.5% | $12,989+297.5% | $13,392+285.6% |