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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 | $114,342 | $289,211-60.5% | $260,467-56.1% | $198,609-42.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | -1.24% | 112.90%-114.1pp | 100.60%-101.8pp | 202.70%-203.9pp |
| Employer contribution / active EE | $3,000 | $4,663-35.7% | $4,239-29.2% | $5,055-40.7% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,506 | $16,236-47.6% | $15,461-45.0% | $19,030-55.3% |