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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 | $196,972-36.3% | $182,262-31.2% | $198,609-36.8% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 1.24% | 158.27%-157.0pp | 140.60%-139.4pp | 202.70%-201.5pp |
| Employer contribution / active EE | $9,537 | $5,364+77.8% | $5,046+89.0% | $5,055+88.6% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $16,776 | $18,429-9.0% | $16,712+0.4% | $19,030-11.8% |