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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 | $151,546 | $165,381-8.4% | $149,730+1.2% | $158,966-4.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.47% | 348.29%-344.8pp | 276.70%-273.2pp | 302.95%-299.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $750 | $7,182-89.6% | $6,843-89.0% | $5,983-87.5% |
| Admin fee / account holder | $5,814 | $10,809-46.2% | $9,310-37.6% | $11,250-48.3% |