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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 | $220,014 | $112,933+94.8% | $90,970+141.9% | $158,982+38.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.08% | 215.82%-215.7pp | 134.60%-134.5pp | 302.99%-302.9pp |
| Employer contribution / active EE | $31,211 | $2,893+978.7% | $2,122+1370.9% | $4,763+555.3% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,921 | $8,047-51.3% | $5,961-34.2% | $11,252-65.1% |