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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 | $190,925 | $175,259+8.9% | $149,723+27.5% | $139,487+36.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 4.06% | 166.82%-162.8pp | 134.50%-130.4pp | 373.84%-369.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,639 | $6,522-74.9% | $5,682-71.2% | $6,713-75.6% |
| Admin fee / account holder | $278,046 | $16,158+1620.8% | $13,215+2004.0% | $11,407+2337.4% |