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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 | $173,343 | $181,062-4.3% | $158,223+9.6% | $155,188+11.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 5.56% | 57.39%-51.8pp | 52.09%-46.5pp | 148.84%-143.3pp |
| Employer contribution / active EE | $9,242 | $4,565+102.5% | $4,109+124.9% | $4,248+117.6% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $47,199 | $18,825+150.7% | $16,047+194.1% | $14,480+226.0% |