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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 | $143,933 | $181,062-20.5% | $158,223-9.0% | $155,188-7.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 5.71% | 57.39%-51.7pp | 52.09%-46.4pp | 148.84%-143.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,775 | $6,134-71.1% | $5,467-67.5% | $6,531-72.8% |
| Admin fee / account holder | $5,762 | $18,825-69.4% | $16,047-64.1% | $14,480-60.2% |