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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 | $81,544 | $138,114-41.0% | $125,391-35.0% | $134,545-39.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.24% | 750.88%-781.1pp | 572.41%-602.6pp | 418.37%-448.6pp |
| Employer contribution / active EE | $5,548 | $5,246+5.7% | $4,816+15.2% | $4,742+17.0% |
| Participant deferral / active EE | $1,282 | $7,801-83.6% | $7,448-82.8% | $6,401-80.0% |
| Admin fee / account holder | $32,383 | $11,570+179.9% | $10,009+223.6% | $11,431+183.3% |