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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 | $137,896 | $102,393+34.7% | $147,041-6.2% | $80,911+70.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -5.14% | 134.95%-140.1pp | 419.21%-424.4pp | 35.63%-40.8pp |
| Employer contribution / active EE | $25,051 | $3,715+574.3% | $4,935+407.6% | $2,756+809.0% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,171 | $7,943-9.7% | $13,006-44.9% | $6,935+3.4% |