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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 | $129,739 | $84,697+53.2% | $73,845+75.7% | $125,393+3.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -10.51% | 3123.66%-3134.2pp | 2267.91%-2278.4pp | 282.23%-292.7pp |
| Employer contribution / active EE | $10,635 | $3,123+240.5% | $2,788+281.5% | $4,866+118.5% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $2,765 | $5,692-51.4% | $4,881-43.3% | $9,541-71.0% |