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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 | $176,919 | $165,399+7.0% | $149,745+18.1% | $158,982+11.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -10.26% | 348.34%-358.6pp | 276.72%-287.0pp | 302.99%-313.3pp |
| Employer contribution / active EE | $2,988 | $5,105-41.5% | $4,646-35.7% | $4,763-37.3% |
| Participant deferral / active EE | $1,927 | $7,183-73.2% | $6,843-71.8% | $5,983-67.8% |
| Admin fee / account holder | $1,638 | $10,811-84.9% | $9,312-82.4% | $11,252-85.4% |