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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 | $212,880 | $84,685+151.4% | $73,836+188.3% | $125,389+69.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.31% | 3123.80%-3129.1pp | 2268.06%-2273.4pp | 282.24%-287.6pp |
| Employer contribution / active EE | $3,333 | $3,123+6.7% | $2,787+19.6% | $4,866-31.5% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,331 | $5,694+63.9% | $4,882+91.1% | $9,541-2.2% |