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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 | $111,878 | $166,242-32.7% | $165,071-32.2% | $145,884-23.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -1.06% | 100.44%-101.5pp | 70.17%-71.2pp | 551.85%-552.9pp |
| Employer contribution / active EE | $1,900 | $5,283-64.0% | $4,347-56.3% | $4,662-59.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,955,170 | $16,658+11636.8% | $12,695+15301.1% | $13,392+14499.7% |