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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 | $156,803 | $208,088-24.6% | $186,193-15.8% | $154,746+1.3% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.1%+8.6pp | 80.7%+5.0pp |
| Annual return | 5.02% | 89.97%-85.0pp | 78.03%-73.0pp | 172.34%-167.3pp |
| Employer contribution / active EE | $680 | $4,340-84.3% | $3,918-82.7% | $4,379-84.5% |
| Participant deferral / active EE | $1,175 | $7,078-83.4% | $6,513-82.0% | $6,730-82.5% |
| Admin fee / account holder | $1,321 | $11,698-88.7% | $11,058-88.1% | $14,365-90.8% |