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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 | $162,705 | $92,766+75.4% | $82,763+96.6% | $134,545+20.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.10% | 946.97%-975.1pp | 702.45%-730.5pp | 418.37%-446.5pp |
| Employer contribution / active EE | $1,880 | $3,273-42.6% | $3,008-37.5% | $4,742-60.4% |
| Participant deferral / active EE | $857 | $4,802-82.2% | $4,395-80.5% | $6,401-86.6% |
| Admin fee / account holder | $4,346 | $5,978-27.3% | $5,325-18.4% | $11,431-62.0% |