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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 | $75,993 | $180,459-57.9% | $154,108-50.7% | $135,380-43.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.69% | 888.21%-900.9pp | 735.21%-747.9pp | 519.81%-532.5pp |
| Employer contribution / active EE | $6,429 | $6,035+6.5% | $5,298+21.4% | $4,779+34.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,160 | $16,145-80.4% | $13,411-76.4% | $10,828-70.8% |