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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 | $123,121 | $135,956-9.4% | $123,894-0.6% | $273,972-55.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -6.23% | 56.63%-62.9pp | 47.52%-53.7pp | 41.46%-47.7pp |
| Employer contribution / active EE | $20,000 | $5,170+286.9% | $4,617+333.2% | $4,869+310.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,052 | $9,817-68.9% | $8,357-63.5% | $10,133-69.9% |