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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 | $157,735 | $172,111-8.4% | $150,298+4.9% | $137,256+14.9% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 8.14% | 69.37%-61.2pp | 62.79%-54.6pp | 220.34%-212.2pp |
| Employer contribution / active EE | $6,818 | $4,636+47.1% | $4,154+64.1% | $4,156+64.1% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,093 | $16,471-32.7% | $14,116-21.4% | $12,270-9.6% |