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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 | $219,720 | $225,673-2.6% | $203,872+7.8% | $155,188+41.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 4.40% | 95.91%-91.5pp | 85.11%-80.7pp | 148.84%-144.4pp |
| Employer contribution / active EE | $3,970 | $4,099-3.1% | $3,757+5.7% | $4,248-6.5% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,192 | $12,327-90.3% | $11,730-89.8% | $14,480-91.8% |