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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 | $149,383 | $209,425-28.7% | $178,499-16.3% | $158,966-6.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.43% | 188.80%-188.4pp | 151.10%-150.7pp | 302.95%-302.5pp |
| Employer contribution / active EE | $1,169 | $5,707-79.5% | $5,011-76.7% | $4,762-75.5% |
| Participant deferral / active EE | $1,215 | $5,955-79.6% | $5,202-76.6% | $5,983-79.7% |
| Admin fee / account holder | $5,962 | $17,078-65.1% | $13,986-57.4% | $11,250-47.0% |