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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 | $126,949 | $135,645-6.4% | $110,243+15.2% | $135,380-6.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.42% | 513.24%-524.7pp | 314.76%-326.2pp | 519.81%-531.2pp |
| Employer contribution / active EE | $19,375 | $4,907+294.9% | $3,827+406.3% | $4,779+305.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,406 | $11,458-87.7% | $8,548-83.6% | $10,828-87.0% |