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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 | $148,176 | $159,978-7.4% | $147,041+0.8% | $145,978+1.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 7.42% | 98.36%-90.9pp | 419.21%-411.8pp | 550.52%-543.1pp |
| Employer contribution / active EE | $19,946 | $5,288+277.2% | $4,935+304.2% | $4,662+327.9% |
| Participant deferral / active EE | $463 | $8,429-94.5% | $8,071-94.3% | $6,690-93.1% |
| Admin fee / account holder | $10,730 | $15,053-28.7% | $13,006-17.5% | $13,400-19.9% |