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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 | $155,289 | $162,136-4.2% | $152,301+2.0% | $154,746+0.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.16% | 91.02%-82.9pp | 80.50%-72.3pp | 172.34%-164.2pp |
| Employer contribution / active EE | $13,399 | $4,890+174.0% | $4,624+189.7% | $4,379+206.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,668 | $15,759-70.4% | $14,398-67.6% | $14,365-67.5% |