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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 | $98,899 | $90,607+9.2% | $79,467+24.5% | $135,380-26.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.43% | 977.74%-989.2pp | 718.30%-729.7pp | 519.81%-531.2pp |
| Employer contribution / active EE | $5,993 | $3,068+95.4% | $2,800+114.0% | $4,779+25.4% |
| Participant deferral / active EE | $46 | $4,050-98.9% | $3,704-98.8% | $5,609-99.2% |
| Admin fee / account holder | $465 | $5,895-92.1% | $5,104-90.9% | $10,828-95.7% |