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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 | $97,252 | $154,193-36.9% | $130,045-25.2% | $139,466-30.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.55% | 32.51%-32.0pp | -137.30%+137.9pp | 373.66%-373.1pp |
| Employer contribution / active EE | $10,714 | $5,292+102.5% | $4,321+147.9% | $4,754+125.4% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $15,340 | $13,989+9.7% | $10,600+44.7% | $11,409+34.5% |