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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 | $105,651 | $156,398-32.4% | $147,318-28.3% | $138,895-23.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 10.28% | 78.75%-68.5pp | 70.43%-60.2pp | 145.39%-135.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,327 | $8,237-71.8% | $7,906-70.6% | $6,396-63.6% |
| Admin fee / account holder | $15,417 | $14,976+2.9% | $13,708+12.5% | $12,562+22.7% |