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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 | $180,294 | $165,399+9.0% | $149,745+20.4% | $158,982+13.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 7.11% | 348.34%-341.2pp | 276.72%-269.6pp | 302.99%-295.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $928 | $7,183-87.1% | $6,843-86.4% | $5,983-84.5% |
| Admin fee / account holder | $2,564 | $10,811-76.3% | $9,312-72.5% | $11,252-77.2% |