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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 | $101,492 | $202,345-49.8% | $172,755-41.3% | $152,885-33.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.37% | 1029.77%-1029.4pp | 802.94%-802.6pp | 345.39%-345.0pp |
| Employer contribution / active EE | $21,990 | $5,858+275.4% | $5,144+327.5% | $4,763+361.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,455 | $17,111-68.1% | $13,955-60.9% | $11,598-53.0% |