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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 | $29,367 | $112,131-73.8% | $95,964-69.4% | $158,982-81.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.16% | 171.19%-171.0pp | 91.64%-91.5pp | 302.99%-302.8pp |
| Employer contribution / active EE | $3,855 | $3,199+20.5% | $2,541+51.7% | $4,763-19.1% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $97,867 | $10,136+865.5% | $6,797+1339.8% | $11,252+769.8% |