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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 | $98,332 | $111,830-12.1% | $93,696+4.9% | $145,884-32.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | -9.25% | 204.08%-213.3pp | 133.74%-143.0pp | 551.85%-561.1pp |
| Employer contribution / active EE | $17,058 | $3,093+451.5% | $2,422+604.3% | $4,662+265.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,487 | $10,249-85.5% | $8,287-82.1% | $13,392-88.9% |