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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 | $156,154 | $153,769+1.6% | $133,975+16.6% | $273,972-43.0% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.1%-9.8pp | 83.0%-5.7pp |
| Annual return | 1.12% | 36.51%-35.4pp | 29.29%-28.2pp | 41.46%-40.3pp |
| Employer contribution / active EE | $11,892 | $6,029+97.3% | $5,211+128.2% | $4,869+144.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,061 | $11,765-91.0% | $9,324-88.6% | $10,133-89.5% |