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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 | $149,153 | $154,228-3.3% | $145,433+2.6% | $137,256+8.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 6.00% | 74.59%-68.6pp | 66.58%-60.6pp | 220.34%-214.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $979 | $8,216-88.1% | $7,897-87.6% | $6,407-84.7% |
| Admin fee / account holder | $62,001 | $14,344+332.3% | $13,129+372.2% | $12,270+405.3% |