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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 | $232,850 | $148,629+56.7% | $135,982+71.2% | $139,487+66.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -2.39% | 79.33%-81.7pp | 68.32%-70.7pp | 373.84%-376.2pp |
| Employer contribution / active EE | $17,195 | $5,247+227.7% | $4,859+253.9% | $4,755+261.6% |
| Participant deferral / active EE | $433 | $8,102-94.7% | $7,760-94.4% | $6,713-93.5% |
| Admin fee / account holder | $18,563 | $12,406+49.6% | $10,767+72.4% | $11,407+62.7% |