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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 | $228,186 | $275,752-17.2% | $256,809-11.1% | $198,609+14.9% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | -3.20% | 34.81%-38.0pp | 32.73%-35.9pp | 202.70%-205.9pp |
| Employer contribution / active EE | $1,950 | $7,721-74.7% | $7,263-73.2% | $5,055-61.4% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $26,626 | $25,716+3.5% | $25,146+5.9% | $19,030+39.9% |