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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 | $29,207 | $150,447-80.6% | $136,298-78.6% | $147,586-80.2% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 0.49% | 1049.15%-1048.7pp | 5156.27%-5155.8pp | 578.59%-578.1pp |
| Employer contribution / active EE | $3,639 | $5,256-30.8% | $4,696-22.5% | $4,876-25.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,300 | $10,906-78.9% | $9,244-75.1% | $10,886-78.9% |