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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 | $20,088 | $159,934-87.4% | $147,005-86.3% | $145,959-86.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.30% | 98.24%-97.9pp | 418.76%-418.5pp | 561.95%-561.6pp |
| Employer contribution / active EE | $11,177 | $5,287+111.4% | $4,934+126.5% | $4,661+139.8% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,214 | $15,053-65.4% | $13,006-59.9% | $13,398-61.1% |