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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 | $92,097 | $76,608+20.2% | $56,077+64.2% | $145,877-36.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -137.31% | 3009.59%-3146.9pp | 1709.28%-1846.6pp | 551.28%-688.6pp |
| Employer contribution / active EE | $153,282 | $1,382+10994.2% | $1,040+14633.7% | $4,663+3187.2% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,326 | $3,325+30.1% | $2,825+53.1% | $13,402-67.7% |