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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 | $173,207 | $110,212+57.2% | $96,534+79.4% | $139,466+24.2% |
| Participation rate | 86.7% | 78.1%+8.5pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 5.90% | 26.42%-20.5pp | 25.88%-20.0pp | 373.66%-367.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,365 | $5,547-75.4% | $4,851-71.9% | $6,712-79.7% |
| Admin fee / account holder | $12,317 | $11,599+6.2% | $8,253+49.2% | $11,409+8.0% |