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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 | $151,737 | $171,867-11.7% | $149,721+1.3% | $147,586+2.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.95% | 2113.36%-2112.4pp | 1501.67%-1500.7pp | 578.59%-577.6pp |
| Employer contribution / active EE | $6,393 | $6,275+1.9% | $5,444+17.4% | $4,876+31.1% |
| Participant deferral / active EE | $1,279 | $7,270-82.4% | $6,568-80.5% | $5,439-76.5% |
| Admin fee / account holder | $826 | $13,799-94.0% | $11,282-92.7% | $10,886-92.4% |