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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 | $107,659 | $91,525+17.6% | $130,026-17.2% | $75,181+43.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -0.55% | -631.40%+630.8pp | -137.26%+136.7pp | 160.69%-161.2pp |
| Employer contribution / active EE | $9,591 | $2,844+237.2% | $4,321+121.9% | $2,671+259.1% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,903 | $6,778-12.9% | $10,608-44.4% | $5,650+4.5% |