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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 | $150,261 | $165,381-9.1% | $149,730+0.4% | $158,966-5.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.83% | 348.29%-341.5pp | 276.70%-269.9pp | 302.95%-296.1pp |
| Employer contribution / active EE | $1,747 | $5,104-65.8% | $4,645-62.4% | $4,762-63.3% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,516 | $10,809-39.7% | $9,310-30.0% | $11,250-42.1% |