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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 | $151,208 | $152,619-0.9% | $125,195+20.8% | $152,909-1.1% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.5%+11.3pp |
| Annual return | 4.31% | 54.85%-50.5pp | 43.79%-39.5pp | 345.46%-341.2pp |
| Employer contribution / active EE | $1,998 | $4,947-59.6% | $3,866-48.3% | $4,764-58.1% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,862 | $13,437-78.7% | $9,704-70.5% | $11,601-75.3% |