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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 | $34,360 | $144,124-76.2% | $117,857-70.8% | $147,585-76.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.07% | 531.17%-531.1pp | 335.09%-335.0pp | 578.57%-578.5pp |
| Employer contribution / active EE | $15,251 | $4,897+211.5% | $3,786+302.8% | $4,876+212.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $374 | $10,886-96.6% | $8,020-95.3% | $10,885-96.6% |