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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 | $192,029 | $155,840+23.2% | $124,694+54.0% | $167,553+14.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 0.34% | 17.98%-17.6pp | 5144.82%-5144.5pp | 478.89%-478.6pp |
| Employer contribution / active EE | $4,334 | $4,165+4.1% | $3,325+30.4% | $4,840-10.4% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,692 | $9,536-50.8% | $7,495-37.4% | $12,316-61.9% |