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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 | $131,749 | $135,956-3.1% | $123,894+6.3% | $273,972-51.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.15% | 56.63%-56.5pp | 47.52%-47.4pp | 41.46%-41.3pp |
| Employer contribution / active EE | $10,788 | $5,170+108.7% | $4,617+133.7% | $4,869+121.6% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,139 | $9,817-88.4% | $8,357-86.4% | $10,133-88.8% |