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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 | $237,498 | $160,028+48.4% | $147,080+61.5% | $145,884+62.8% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | -0.20% | 98.60%-98.8pp | 420.17%-420.4pp | 551.85%-552.0pp |
| Employer contribution / active EE | $13,090 | $5,286+147.6% | $4,933+165.3% | $4,662+180.8% |
| Participant deferral / active EE | $2,250 | $8,422-73.3% | $8,066-72.1% | $6,690-66.4% |
| Admin fee / account holder | $947 | $15,030-93.7% | $12,989-92.7% | $13,392-92.9% |