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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 | $146,394 | $156,398-6.4% | $147,318-0.6% | $138,895+5.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.86% | 78.75%-73.9pp | 70.43%-65.6pp | 145.39%-140.5pp |
| Employer contribution / active EE | $2,080 | $4,853-57.1% | $4,593-54.7% | $4,194-50.4% |
| Participant deferral / active EE | $2,149 | $8,237-73.9% | $7,906-72.8% | $6,396-66.4% |
| Admin fee / account holder | $648 | $14,976-95.7% | $13,708-95.3% | $12,562-94.8% |