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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 | $205,085 | $201,372+1.8% | $184,260+11.3% | $145,884+40.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.87% | 29.04%-28.2pp | 28.84%-28.0pp | 551.85%-551.0pp |
| Employer contribution / active EE | $1,782 | $7,024-74.6% | $6,427-72.3% | $4,662-61.8% |
| Participant deferral / active EE | $1,782 | $9,808-81.8% | $9,133-80.5% | $6,690-73.4% |
| Admin fee / account holder | $609 | $16,362-96.3% | $13,898-95.6% | $13,392-95.5% |