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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 | $89,599 | $138,114-35.1% | $125,391-28.5% | $134,545-33.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.56% | 750.88%-773.4pp | 572.41%-595.0pp | 418.37%-440.9pp |
| Employer contribution / active EE | $3,375 | $5,246-35.7% | $4,816-29.9% | $4,742-28.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $554 | $11,570-95.2% | $10,009-94.5% | $11,431-95.2% |