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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 | $171,808 | $157,304+9.2% | $141,197+21.7% | $152,909+12.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.32% | 64.34%-59.0pp | 71.41%-66.1pp | 345.46%-340.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $220 | $7,111-96.9% | $6,710-96.7% | $5,851-96.2% |
| Admin fee / account holder | $1,230 | $12,126-89.9% | $10,265-88.0% | $11,601-89.4% |