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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 | $137,446 | $202,326-32.1% | $172,745-20.4% | $152,870-10.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -10.55% | 1029.72%-1040.3pp | 802.90%-813.4pp | 345.34%-355.9pp |
| Employer contribution / active EE | $1,997 | $5,858-65.9% | $5,144-61.2% | $4,763-58.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $408 | $17,110-97.6% | $13,954-97.1% | $11,597-96.5% |