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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 | $136,784 | $157,276-13.0% | $141,177-3.1% | $152,885-10.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.78% | 64.33%-52.5pp | 71.40%-59.6pp | 345.39%-333.6pp |
| Employer contribution / active EE | $3,333 | $5,262-36.6% | $4,736-29.6% | $4,763-30.0% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,217 | $12,123-90.0% | $10,263-88.1% | $11,598-89.5% |