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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 | $151,485 | $105,200+44.0% | $159,474-5.0% | $85,847+76.5% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.8%+16.0pp | 69.3%+29.5pp |
| Annual return | -19.96% | 45.08%-65.0pp | 263.68%-283.6pp | 318.61%-338.6pp |
| Employer contribution / active EE | $22,640 | $3,319+582.2% | $4,831+368.7% | $2,565+782.6% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,209 | $6,934+47.2% | $10,802-5.5% | $6,261+63.1% |