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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 | $182,019 | $197,819-8.0% | $155,789+16.8% | $125,389+45.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.32% | 86.73%-92.1pp | 71.54%-76.9pp | 282.24%-287.6pp |
| Employer contribution / active EE | $6,600 | $4,850+36.1% | $3,839+71.9% | $4,866+35.6% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,960 | $9,544+4.4% | $7,477+33.2% | $9,541+4.4% |