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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 | $46,995 | $184,000-74.5% | $162,185-71.0% | $152,909-69.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -2.61% | 150.80%-153.4pp | 115.61%-118.2pp | 345.46%-348.1pp |
| Employer contribution / active EE | $2,496 | $6,370-60.8% | $5,613-55.5% | $4,764-47.6% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,783 | $13,124-78.8% | $10,844-74.3% | $11,601-76.0% |