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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 | $111,158 | $114,119-2.6% | $107,187+3.7% | $138,895-20.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 5.65% | 273.21%-267.6pp | 204.55%-198.9pp | 145.39%-139.7pp |
| Employer contribution / active EE | $21,463 | $4,059+428.8% | $3,782+467.5% | $4,194+411.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $739 | $10,024-92.6% | $9,162-91.9% | $12,562-94.1% |