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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 | $147,908 | $172,111-14.1% | $150,298-1.6% | $137,256+7.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.41% | 69.37%-66.0pp | 62.79%-59.4pp | 220.34%-216.9pp |
| Employer contribution / active EE | $1,176 | $4,636-74.6% | $4,154-71.7% | $4,156-71.7% |
| Participant deferral / active EE | $856 | $6,166-86.1% | $5,453-84.3% | $6,407-86.6% |
| Admin fee / account holder | $585 | $16,471-96.4% | $14,116-95.9% | $12,270-95.2% |