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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 | $221,465 | $180,459+22.7% | $154,108+43.7% | $135,380+63.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -32.44% | 888.21%-920.6pp | 735.21%-767.6pp | 519.81%-552.2pp |
| Employer contribution / active EE | $24,425 | $6,035+304.7% | $5,298+361.1% | $4,779+411.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,527 | $16,145+8.6% | $13,411+30.7% | $10,828+61.9% |