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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 | $204,218 | $95,979+112.8% | $74,551+173.9% | $135,380+50.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.69% | 56.97%-67.7pp | 32.53%-43.2pp | 519.81%-530.5pp |
| Employer contribution / active EE | $5,293 | $2,716+94.9% | $1,961+169.9% | $4,779+10.8% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $23,198 | $6,522+255.7% | $5,059+358.5% | $10,828+114.2% |