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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 | $147,772 | $227,291-35.0% | $214,702-31.2% | $155,188-4.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 4.59% | 60.08%-55.5pp | 54.55%-50.0pp | 148.84%-144.3pp |
| Employer contribution / active EE | $2,040 | $6,772-69.9% | $6,461-68.4% | $4,248-52.0% |
| Participant deferral / active EE | $2,064 | $9,582-78.5% | $9,147-77.4% | $6,531-68.4% |
| Admin fee / account holder | $2,567 | $20,413-87.4% | $19,830-87.1% | $14,480-82.3% |