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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 | $141,818 | $176,105-19.5% | $159,474-11.1% | $167,536-15.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.97% | 331.91%-325.9pp | 263.68%-257.7pp | 478.82%-472.8pp |
| Employer contribution / active EE | $2,803 | $5,299-47.1% | $4,831-42.0% | $4,839-42.1% |
| Participant deferral / active EE | $2,432 | $7,751-68.6% | $7,353-66.9% | $6,342-61.7% |
| Admin fee / account holder | $4,388 | $12,559-65.1% | $10,802-59.4% | $12,315-64.4% |