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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 | $70,157 | $180,466-61.1% | $154,114-54.5% | $135,382-48.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -22.65% | 888.15%-910.8pp | 735.16%-757.8pp | 519.77%-542.4pp |
| Employer contribution / active EE | $19,876 | $6,035+229.3% | $5,298+275.2% | $4,779+315.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $556 | $16,144-96.6% | $13,411-95.9% | $10,829-94.9% |