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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 | $156,398-4.6% | $147,318+1.2% | $138,895+7.4% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 6.00% | 78.75%-72.7pp | 70.43%-64.4pp | 145.39%-139.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $979 | $8,237-88.1% | $7,906-87.6% | $6,396-84.7% |
| Admin fee / account holder | $62,001 | $14,976+314.0% | $13,708+352.3% | $12,562+393.6% |