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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 | $149,678 | $175,257-14.6% | $149,7170% | $139,456+7.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.22% | 166.70%-157.5pp | 134.41%-125.2pp | 373.45%-364.2pp |
| Employer contribution / active EE | $5,667 | $5,477+3.5% | $4,820+17.6% | $4,753+19.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,606 | $16,156-65.3% | $13,213-57.6% | $11,407-50.9% |