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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 | $167,426 | $176,077-4.9% | $159,455+5.0% | $167,518-0.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.85% | 331.83%-327.0pp | 263.63%-258.8pp | 478.71%-473.9pp |
| Employer contribution / active EE | $7,641 | $5,298+44.2% | $4,830+58.2% | $4,838+57.9% |
| Participant deferral / active EE | $2,408 | $7,751-68.9% | $7,353-67.3% | $6,342-62.0% |
| Admin fee / account holder | $5,337 | $12,556-57.5% | $10,800-50.6% | $12,312-56.7% |