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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 | $112,527 | $176,688-36.3% | $130,660-13.9% | $152,897-26.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | -2.94% | 2693.08%-2696.0pp | 1709.29%-1712.2pp | 345.43%-348.4pp |
| Employer contribution / active EE | $5,636 | $5,743-1.9% | $4,092+37.7% | $4,764+18.3% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,008 | $7,131+110.5% | $5,463+174.7% | $11,599+29.4% |