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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 | $111,465 | $209,422-46.8% | $178,503-37.6% | $158,982-29.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -21.11% | 188.81%-209.9pp | 151.12%-172.2pp | 302.99%-324.1pp |
| Employer contribution / active EE | $4,281 | $5,707-25.0% | $5,011-14.6% | $4,763-10.1% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,000 | $17,079-70.7% | $13,987-64.3% | $11,252-55.6% |