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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 | $150,764 | $138,114+9.2% | $125,391+20.2% | $134,545+12.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -34.80% | 750.88%-785.7pp | 572.41%-607.2pp | 418.37%-453.2pp |
| Employer contribution / active EE | $17,940 | $5,246+242.0% | $4,816+272.5% | $4,742+278.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,782 | $11,570+10.5% | $10,009+27.7% | $11,431+11.8% |