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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 | $161,518 | $202,342-20.2% | $172,753-6.5% | $152,909+5.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.83% | 1029.88%-1026.1pp | 803.00%-799.2pp | 345.46%-341.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,187 | $5,948-80.1% | $5,198-77.2% | $5,851-79.7% |
| Admin fee / account holder | $994 | $17,112-94.2% | $13,956-92.9% | $11,601-91.4% |