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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 | $130,178 | $159,934-18.6% | $147,005-11.4% | $145,959-10.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 8.01% | 98.24%-90.2pp | 418.76%-410.8pp | 561.95%-553.9pp |
| Employer contribution / active EE | $2,191 | $5,287-58.6% | $4,934-55.6% | $4,661-53.0% |
| Participant deferral / active EE | $2,542 | $8,427-69.8% | $8,070-68.5% | $6,689-62.0% |
| Admin fee / account holder | $31,873 | $15,053+111.7% | $13,006+145.1% | $13,398+137.9% |