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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 | $239,012 | $106,008+125.5% | $92,240+159.1% | $147,586+61.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -0.63% | 50.05%-50.7pp | 176.29%-176.9pp | 578.59%-579.2pp |
| Employer contribution / active EE | $1,398 | $4,333-67.8% | $3,680-62.0% | $4,876-71.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,695 | $6,333-57.5% | $5,194-48.1% | $10,886-75.2% |