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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 | $96,432 | $176,402-45.3% | $134,162-28.1% | $158,982-39.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -0.33% | 63.66%-64.0pp | 36.35%-36.7pp | 302.99%-303.3pp |
| Employer contribution / active EE | $20,000 | $5,042+296.7% | $3,705+439.8% | $4,763+319.9% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $595 | $8,719-93.2% | $6,685-91.1% | $11,252-94.7% |