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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 | $192,828 | $202,342-4.7% | $172,752+11.6% | $152,897+26.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.66% | 1029.83%-1027.2pp | 802.97%-800.3pp | 345.43%-342.8pp |
| Employer contribution / active EE | $15,720 | $5,858+168.4% | $5,144+205.6% | $4,764+230.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,474 | $17,111-91.4% | $13,955-89.4% | $11,599-87.3% |