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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 | $122,666 | $138,078-11.2% | $125,363-2.2% | $134,509-8.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -47.98% | 750.49%-798.5pp | 572.15%-620.1pp | 418.13%-466.1pp |
| Employer contribution / active EE | $61,000 | $5,245+1063.1% | $4,815+1167.0% | $4,741+1186.8% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $50,000 | $11,566+332.3% | $10,005+399.7% | $11,427+337.6% |