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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 | $138,078-40.9% | $125,363-35.0% | $134,509-39.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.24% | 750.49%-780.7pp | 572.15%-602.4pp | 418.13%-448.4pp |
| Employer contribution / active EE | $5,548 | $5,245+5.8% | $4,815+15.2% | $4,741+17.0% |
| Participant deferral / active EE | $1,282 | $7,800-83.6% | $7,447-82.8% | $6,400-80.0% |
| Admin fee / account holder | $32,383 | $11,566+180.0% | $10,005+223.7% | $11,427+183.4% |