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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 | $103,697 | $99,079+4.7% | $78,002+32.9% | $273,972-62.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -1.04% | 217.93%-219.0pp | 425.99%-427.0pp | 41.46%-42.5pp |
| Employer contribution / active EE | $4,118 | $3,308+24.5% | $2,470+66.7% | $4,869-15.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,738 | $8,954-58.2% | $5,481-31.8% | $10,133-63.1% |