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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 | $124,439 | $166,268-25.2% | $165,100-24.6% | $145,897-14.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.28% | 100.52%-98.2pp | 70.21%-67.9pp | 552.29%-550.0pp |
| Employer contribution / active EE | $49,187 | $5,284+830.9% | $4,348+1031.2% | $4,663+954.9% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $38,685 | $16,659+132.2% | $12,696+204.7% | $13,390+188.9% |