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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 | $238,945 | $180,466+32.4% | $154,114+55.0% | $135,382+76.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -21.27% | 888.15%-909.4pp | 735.16%-756.4pp | 519.77%-541.0pp |
| Employer contribution / active EE | $10,714 | $6,035+77.5% | $5,298+102.2% | $4,779+124.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $807 | $16,144-95.0% | $13,411-94.0% | $10,829-92.5% |