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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 | $149,208 | $102,663+45.3% | $86,216+73.1% | $139,466+7.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -4.94% | 1924.52%-1929.5pp | 1169.42%-1174.4pp | 373.66%-378.6pp |
| Employer contribution / active EE | $1,250 | $3,035-58.8% | $2,382-47.5% | $4,754-73.7% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,854 | $8,663-67.1% | $6,853-58.4% | $11,409-75.0% |