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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 | $156,278 | $165,381-5.5% | $149,730+4.4% | $158,966-1.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.98% | 348.29%-344.3pp | 276.70%-272.7pp | 302.95%-299.0pp |
| Employer contribution / active EE | $5,001 | $5,104-2.0% | $4,645+7.7% | $4,762+5.0% |
| Participant deferral / active EE | $704 | $7,182-90.2% | $6,843-89.7% | $5,983-88.2% |
| Admin fee / account holder | $3,248 | $10,809-70.0% | $9,310-65.1% | $11,250-71.1% |