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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% | $155,567-6.2% | $145,9590% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.76% | 61.24%-59.5pp | 64.74%-63.0pp | 561.95%-560.2pp |
| Employer contribution / active EE | $11,160 | $5,315+110.0% | $4,674+138.8% | $4,661+139.4% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $62,333 | $19,318+222.7% | $15,916+291.6% | $13,398+365.2% |