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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 | $133,359 | $202,345-34.1% | $172,755-22.8% | $152,885-12.8% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 0.81% | 1029.77%-1029.0pp | 802.94%-802.1pp | 345.39%-344.6pp |
| Employer contribution / active EE | $8,884 | $5,858+51.7% | $5,144+72.7% | $4,763+86.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,931 | $17,111-88.7% | $13,955-86.2% | $11,598-83.4% |