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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 | $212,330 | $185,883+14.2% | $170,043+24.9% | $139,466+52.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -3.19% | 60.54%-63.7pp | 53.40%-56.6pp | 373.66%-376.8pp |
| Employer contribution / active EE | $31,171 | $7,596+310.3% | $6,790+359.1% | $4,754+555.7% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,685 | $15,393-82.6% | $12,824-79.1% | $11,409-76.5% |