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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 | $158,678 | $129,737+22.3% | $119,126+33.2% | $154,746+2.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 4.38% | 379.08%-374.7pp | 282.11%-277.7pp | 172.34%-168.0pp |
| Employer contribution / active EE | $1,369 | $4,375-68.7% | $4,034-66.1% | $4,379-68.7% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,299 | $11,961-13.9% | $10,693-3.7% | $14,365-28.3% |