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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 | $188,627 | $160,040+17.9% | $147,096+28.2% | $145,877+29.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 8.05% | 98.49%-90.4pp | 419.75%-411.7pp | 551.28%-543.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,175 | $8,429-74.2% | $8,071-73.0% | $6,691-67.5% |
| Admin fee / account holder | $33,952 | $15,050+125.6% | $13,005+161.1% | $13,402+153.3% |