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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 | $151,626 | $175,257-13.5% | $149,717+1.3% | $139,456+8.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 8.29% | 166.70%-158.4pp | 134.41%-126.1pp | 373.45%-365.2pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,800 | $6,521-72.4% | $5,682-68.3% | $6,711-73.2% |
| Admin fee / account holder | $18,287 | $16,156+13.2% | $13,213+38.4% | $11,407+60.3% |