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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 | $146,947 | $138,102+6.4% | $125,381+17.2% | $134,532+9.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.41% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $7,243 | $5,245+38.1% | $4,815+50.4% | $4,741+52.8% |
| Participant deferral / active EE | $2,482 | $7,801-68.2% | $7,448-66.7% | $6,401-61.2% |
| Admin fee / account holder | $2,434 | $11,568-79.0% | $10,007-75.7% | $11,429-78.7% |