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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 | $135,163 | $148,623-9.1% | $135,974-0.6% | $139,466-3.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 9.36% | 79.30%-69.9pp | 68.30%-58.9pp | 373.66%-364.3pp |
| Employer contribution / active EE | $13,842 | $5,246+163.8% | $4,859+184.9% | $4,754+191.2% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $122,791 | $12,406+889.8% | $10,767+1040.5% | $11,409+976.3% |