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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 | $169,585 | $109,863+54.4% | $98,477+72.2% | $167,518+1.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -0.06% | 1958.09%-1958.1pp | 1493.59%-1493.6pp | 478.71%-478.8pp |
| Employer contribution / active EE | $11,667 | $3,225+261.7% | $2,961+294.1% | $4,838+141.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,699 | $6,755-60.0% | $5,951-54.6% | $12,312-78.1% |