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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 | $57,016 | $138,114-58.7% | $125,391-54.5% | $134,545-57.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.73% | 750.88%-771.6pp | 572.41%-593.1pp | 418.37%-439.1pp |
| Employer contribution / active EE | $15,622 | $5,246+197.8% | $4,816+224.4% | $4,742+229.5% |
| Participant deferral / active EE | $2,293 | $7,801-70.6% | $7,448-69.2% | $6,401-64.2% |
| Admin fee / account holder | $5,476 | $11,570-52.7% | $10,009-45.3% | $11,431-52.1% |