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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 | $95,147 | $184,000-48.3% | $162,185-41.3% | $152,909-37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -14.56% | 150.80%-165.4pp | 115.61%-130.2pp | 345.46%-360.0pp |
| Employer contribution / active EE | $12,429 | $6,370+95.1% | $5,613+121.4% | $4,764+160.9% |
| Participant deferral / active EE | $2,088 | $8,033-74.0% | $7,297-71.4% | $5,851-64.3% |
| Admin fee / account holder | $2,000 | $13,124-84.8% | $10,844-81.6% | $11,601-82.8% |