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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 | $125,464 | $154,228-18.7% | $145,433-13.7% | $137,256-8.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 1.24% | 74.59%-73.3pp | 66.58%-65.3pp | 220.34%-219.1pp |
| Employer contribution / active EE | $9,537 | $4,804+98.5% | $4,554+109.4% | $4,156+129.5% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16,776 | $14,344+17.0% | $13,129+27.8% | $12,270+36.7% |