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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 | $140,847 | $157,296-10.5% | $141,191-0.2% | $152,897-7.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.91% | 64.34%-57.4pp | 71.41%-64.5pp | 345.43%-338.5pp |
| Employer contribution / active EE | $5,000 | $5,262-5.0% | $4,736+5.6% | $4,764+5.0% |
| Participant deferral / active EE | $748 | $7,111-89.5% | $6,710-88.9% | $5,851-87.2% |
| Admin fee / account holder | $4,654 | $12,125-61.6% | $10,264-54.7% | $11,599-59.9% |