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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 | $40,791 | $176,688-76.9% | $130,660-68.8% | $152,885-73.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 0.41% | 2693.08%-2692.7pp | 1709.29%-1708.9pp | 345.39%-345.0pp |
| Employer contribution / active EE | $21,749 | $5,743+278.7% | $4,092+431.5% | $4,763+356.6% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $89,044 | $7,131+1148.7% | $5,463+1529.9% | $11,598+667.7% |