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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 | $118,805 | $106,551+11.5% | $91,225+30.2% | $134,532-11.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -22.10% | 160.78%-182.9pp | 114.12%-136.2pp | 418.27%-440.4pp |
| Employer contribution / active EE | $4,887 | $3,331+46.7% | $2,851+71.4% | $4,741+3.1% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,271 | $6,234-79.6% | $5,422-76.6% | $11,429-88.9% |