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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 | $175,262 | $138,076+26.9% | $123,553+41.9% | $135,380+29.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.58% | 153.70%-170.3pp | 119.21%-135.8pp | 519.81%-536.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $600 | $6,800-91.2% | $6,426-90.7% | $5,609-89.3% |
| Admin fee / account holder | $1,837 | $10,917-83.2% | $9,284-80.2% | $10,828-83.0% |