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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 | $154,770 | $162,136-4.5% | $152,301+1.6% | $154,7460% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.29% | 91.02%-87.7pp | 80.50%-77.2pp | 172.34%-169.0pp |
| Employer contribution / active EE | $2,162 | $4,890-55.8% | $4,624-53.3% | $4,379-50.6% |
| Participant deferral / active EE | $120 | $8,341-98.6% | $8,004-98.5% | $6,730-98.2% |
| Admin fee / account holder | $5,882 | $15,759-62.7% | $14,398-59.1% | $14,365-59.1% |