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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 | $160,040-18.7% | $147,096-11.5% | $145,877-10.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 8.01% | 98.49%-90.5pp | 419.75%-411.7pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,191 | $5,289-58.6% | $4,936-55.6% | $4,663-53.0% |
| Participant deferral / active EE | $2,542 | $8,429-69.8% | $8,071-68.5% | $6,691-62.0% |
| Admin fee / account holder | $31,873 | $15,050+111.8% | $13,005+145.1% | $13,402+137.8% |