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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 | $140,022 | $176,688-20.8% | $130,660+7.2% | $152,909-8.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 1.45% | 2693.08%-2691.6pp | 1709.29%-1707.8pp | 345.46%-344.0pp |
| Employer contribution / active EE | $25,000 | $5,743+335.3% | $4,092+510.9% | $4,764+424.8% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $301 | $7,131-95.8% | $5,463-94.5% | $11,601-97.4% |