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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 | $102,801 | $169,336-39.3% | $129,384-20.5% | $145,884-29.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -2.91% | 14408.70%-14411.6pp | 9461.77%-9464.7pp | 551.85%-554.8pp |
| Employer contribution / active EE | $44,500 | $5,540+703.3% | $4,153+971.4% | $4,662+854.5% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $26,135 | $9,912+163.7% | $7,686+240.0% | $13,392+95.2% |