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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 | $149,244 | $109,327+36.5% | $89,391+67.0% | $158,931-6.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -12.86% | 345.68%-358.5pp | 245.62%-258.5pp | 302.86%-315.7pp |
| Employer contribution / active EE | $32,012 | $3,170+909.9% | $2,586+1138.1% | $4,761+572.3% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,626 | $6,153-24.8% | $4,881-5.2% | $11,247-58.9% |