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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 | $221,357 | $106,008+108.8% | $92,240+140.0% | $147,586+50.0% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | -0.20% | 50.05%-50.2pp | 176.29%-176.5pp | 578.59%-578.8pp |
| Employer contribution / active EE | $1,403 | $4,333-67.6% | $3,680-61.9% | $4,876-71.2% |
| Participant deferral / active EE | $416 | $4,478-90.7% | $3,897-89.3% | $5,439-92.3% |
| Admin fee / account holder | $104,755 | $6,333+1554.1% | $5,194+1916.8% | $10,886+862.3% |