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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 | $145,916 | $183,592-20.5% | $155,574-6.2% | $145,8770% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.76% | 61.37%-59.6pp | 64.87%-63.1pp | 551.28%-549.5pp |
| Employer contribution / active EE | $11,160 | $5,317+109.9% | $4,676+138.7% | $4,663+139.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $62,333 | $19,316+222.7% | $15,914+291.7% | $13,402+365.1% |