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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 | $160,058 | $160,0280% | $147,080+8.8% | $145,884+9.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.43% | 98.60%-94.2pp | 420.17%-415.7pp | 551.85%-547.4pp |
| Employer contribution / active EE | $29,063 | $5,286+449.8% | $4,933+489.1% | $4,662+523.4% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $409,777 | $15,030+2626.4% | $12,989+3054.8% | $13,392+2959.9% |