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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 | $141,745 | $217,432-34.8% | $185,849-23.7% | $167,536-15.4% |
| Participation rate | 90.5% | 86.1%+4.4pp | 81.7%+8.8pp | 82.1%+8.4pp |
| Annual return | 5.29% | 148.42%-143.1pp | 122.10%-116.8pp | 478.82%-473.5pp |
| Employer contribution / active EE | $7,319 | $5,875+24.6% | $5,169+41.6% | $4,839+51.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,051 | $19,818-64.4% | $16,244-56.6% | $12,315-42.7% |