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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 | $129,082 | $157,296-17.9% | $141,191-8.6% | $152,897-15.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.31% | 64.34%-54.0pp | 71.41%-61.1pp | 345.43%-335.1pp |
| Employer contribution / active EE | $1,054 | $5,262-80.0% | $4,736-77.7% | $4,764-77.9% |
| Participant deferral / active EE | $1,674 | $7,111-76.5% | $6,710-75.1% | $5,851-71.4% |
| Admin fee / account holder | $838 | $12,125-93.1% | $10,264-91.8% | $11,599-92.8% |