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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 | $155,555-0.5% | $146,866+5.4% | $155,188-0.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 3.29% | 115.41%-112.1pp | 102.85%-99.6pp | 148.84%-145.5pp |
| Employer contribution / active EE | $2,162 | $4,647-53.5% | $4,425-51.1% | $4,248-49.1% |
| Participant deferral / active EE | $120 | $8,044-98.5% | $7,759-98.5% | $6,531-98.2% |
| Admin fee / account holder | $5,882 | $14,755-60.1% | $13,620-56.8% | $14,480-59.4% |