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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 | $138,495 | $160,070-13.5% | $147,117-5.9% | $145,897-5.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.52% | 98.69%-94.2pp | 420.54%-416.0pp | 552.29%-547.8pp |
| Employer contribution / active EE | $2,136 | $5,285-59.6% | $4,932-56.7% | $4,663-54.2% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,500 | $15,035-63.4% | $12,993-57.7% | $13,390-58.9% |