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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 | $116,100 | $138,102-15.9% | $125,381-7.4% | $134,532-13.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.80% | 750.73%-774.5pp | 572.31%-596.1pp | 418.27%-442.1pp |
| Employer contribution / active EE | $11,443 | $5,245+118.2% | $4,815+137.6% | $4,741+141.4% |
| Participant deferral / active EE | $2,282 | $7,801-70.7% | $7,448-69.4% | $6,401-64.3% |
| Admin fee / account holder | $698 | $11,568-94.0% | $10,007-93.0% | $11,429-93.9% |