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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 | $118,806 | $160,059-25.8% | $140,019-15.2% | $135,379-12.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.93% | 911.44%-924.4pp | 651.15%-664.1pp | 519.79%-532.7pp |
| Employer contribution / active EE | $21,761 | $6,420+239.0% | $5,605+288.2% | $4,779+355.4% |
| Participant deferral / active EE | $213 | $7,641-97.2% | $6,927-96.9% | $5,609-96.2% |
| Admin fee / account holder | $503 | $13,328-96.2% | $10,705-95.3% | $10,828-95.4% |