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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 | $69,923 | $57,330+22.0% | $86,656-19.3% | $75,177-7.0% |
| Participation rate | 97.1% | 63.2%+33.9pp | 71.7%+25.4pp | 67.2%+29.9pp |
| Annual return | -11.76% | 2675.40%-2687.2pp | 593.09%-604.8pp | 160.75%-172.5pp |
| Employer contribution / active EE | $4,286 | $2,316+85.0% | $3,025+41.7% | $2,671+60.4% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,260 | $4,115+173.7% | $5,619+100.4% | $5,651+99.3% |