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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 | $94,480 | $97,729-3.3% | $83,830+12.7% | $135,379-30.2% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -11.11% | 1287.52%-1298.6pp | 850.97%-862.1pp | 519.79%-530.9pp |
| Employer contribution / active EE | $13,981 | $4,222+231.1% | $3,631+285.0% | $4,779+192.6% |
| Participant deferral / active EE | $191 | $4,683-95.9% | $4,082-95.3% | $5,609-96.6% |
| Admin fee / account holder | $6,291 | $6,674-5.8% | $5,479+14.8% | $10,828-41.9% |