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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 | $161,514 | $156,398+3.3% | $147,318+9.6% | $138,895+16.3% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 11.00% | 78.75%-67.8pp | 70.43%-59.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,460 | $8,237-82.3% | $7,906-81.5% | $6,396-77.2% |
| Admin fee / account holder | $34,237 | $14,976+128.6% | $13,708+149.8% | $12,562+172.5% |