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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 | $121,311 | $135,956-10.8% | $123,894-2.1% | $273,972-55.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.16% | 56.63%-56.5pp | 47.52%-47.4pp | 41.46%-41.3pp |
| Employer contribution / active EE | $22,627 | $5,170+337.7% | $4,617+390.1% | $4,869+364.7% |
| Participant deferral / active EE | $1,506 | $6,343-76.3% | $5,984-74.8% | $5,287-71.5% |
| Admin fee / account holder | $715 | $9,817-92.7% | $8,357-91.4% | $10,133-92.9% |