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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 | $244,852 | $198,457+23.4% | $170,435+43.7% | $147,586+65.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -4.60% | 257.30%-261.9pp | 205.94%-210.5pp | 578.59%-583.2pp |
| Employer contribution / active EE | $19,238 | $6,183+211.1% | $5,432+254.1% | $4,876+294.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,037 | $16,852-34.5% | $13,881-20.5% | $10,886+1.4% |