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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 | $135,476 | $144,130-6.0% | $117,861+14.9% | $147,586-8.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.14% | 531.20%-531.1pp | 335.11%-335.0pp | 578.59%-578.5pp |
| Employer contribution / active EE | $4,051 | $4,897-17.3% | $3,786+7.0% | $4,876-16.9% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,000 | $10,887-90.8% | $8,021-87.5% | $10,886-90.8% |