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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 | $241,403 | $138,076+74.8% | $123,553+95.4% | $135,380+78.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -24.79% | 153.70%-178.5pp | 119.21%-144.0pp | 519.81%-544.6pp |
| Employer contribution / active EE | $11,900 | $5,152+131.0% | $4,628+157.1% | $4,779+149.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,200 | $10,917-89.0% | $9,284-87.1% | $10,828-88.9% |