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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 | $182,527 | $160,059+14.0% | $140,019+30.4% | $135,380+34.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -20.26% | 911.48%-931.7pp | 651.17%-671.4pp | 519.81%-540.1pp |
| Employer contribution / active EE | $10,909 | $6,420+69.9% | $5,605+94.6% | $4,779+128.3% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,362 | $13,328-44.8% | $10,705-31.2% | $10,828-32.0% |