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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 | $156,894 | $176,077-10.9% | $159,455-1.6% | $167,518-6.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.15% | 331.83%-322.7pp | 263.63%-254.5pp | 478.71%-469.6pp |
| Employer contribution / active EE | $1,603 | $5,298-69.7% | $4,830-66.8% | $4,838-66.9% |
| Participant deferral / active EE | $2,109 | $7,751-72.8% | $7,353-71.3% | $6,342-66.7% |
| Admin fee / account holder | $1,874 | $12,556-85.1% | $10,800-82.7% | $12,312-84.8% |