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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 | $164,930 | $138,078+19.4% | $125,363+31.6% | $134,509+22.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.68% | 750.49%-773.2pp | 572.15%-594.8pp | 418.13%-440.8pp |
| Employer contribution / active EE | $4,047 | $5,245-22.8% | $4,815-16.0% | $4,741-14.6% |
| Participant deferral / active EE | $1,130 | $7,800-85.5% | $7,447-84.8% | $6,400-82.4% |
| Admin fee / account holder | $123,593 | $11,566+968.6% | $10,005+1135.3% | $11,427+981.6% |