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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 | $114,567 | $81,208+41.1% | $98,920+15.8% | $79,856+43.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 1.49% | 60.99%-59.5pp | 196.47%-195.0pp | 31.71%-30.2pp |
| Employer contribution / active EE | $7,019 | $1,960+258.1% | $2,689+161.0% | $2,471+184.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,678 | $6,013-72.1% | $6,643-74.7% | $5,306-68.4% |