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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 | $160,028-7.4% | $147,080+0.7% | $145,884+1.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 7.42% | 98.60%-91.2pp | 420.17%-412.7pp | 551.85%-544.4pp |
| Employer contribution / active EE | $19,946 | $5,286+277.4% | $4,933+304.3% | $4,662+327.8% |
| Participant deferral / active EE | $463 | $8,422-94.5% | $8,066-94.3% | $6,690-93.1% |
| Admin fee / account holder | $10,730 | $15,030-28.6% | $12,989-17.4% | $13,392-19.9% |