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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 | $174,930 | $209,874-16.6% | $189,537-7.7% | $167,536+4.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 1.50% | 748.61%-747.1pp | 555.34%-553.8pp | 478.82%-477.3pp |
| Employer contribution / active EE | $12,043 | $6,913+74.2% | $6,161+95.5% | $4,839+148.9% |
| Participant deferral / active EE | $2,486 | $8,934-72.2% | $8,220-69.8% | $6,342-60.8% |
| Admin fee / account holder | $1,661 | $14,299-88.4% | $12,048-86.2% | $12,315-86.5% |