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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 | $39,957 | $107,363-62.8% | $92,909-57.0% | $152,897-73.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | -0.09% | 145.63%-145.7pp | 109.44%-109.5pp | 345.43%-345.5pp |
| Employer contribution / active EE | $5,000 | $4,222+18.4% | $3,653+36.9% | $4,764+5.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,221 | $7,082-54.5% | $5,795-44.4% | $11,599-72.2% |