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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 | $101,767 | $155,555-34.6% | $146,866-30.7% | $155,188-34.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 1.58% | 115.41%-113.8pp | 102.85%-101.3pp | 148.84%-147.3pp |
| Employer contribution / active EE | $790 | $4,647-83.0% | $4,425-82.1% | $4,248-81.4% |
| Participant deferral / active EE | $816 | $8,044-89.9% | $7,759-89.5% | $6,531-87.5% |
| Admin fee / account holder | $204,098 | $14,755+1283.2% | $13,620+1398.5% | $14,480+1309.5% |