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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 | $183,516-20.5% | $155,534-6.2% | $145,8840% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.76% | 61.43%-59.7pp | 64.92%-63.2pp | 551.85%-550.1pp |
| Employer contribution / active EE | $11,160 | $5,315+110.0% | $4,675+138.7% | $4,662+139.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $62,333 | $19,293+223.1% | $15,900+292.0% | $13,392+365.5% |