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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 | $187,253 | $196,972-4.9% | $182,262+2.7% | $198,609-5.7% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 1.44% | 158.27%-156.8pp | 140.60%-139.2pp | 202.70%-201.3pp |
| Employer contribution / active EE | $13,668 | $5,364+154.8% | $5,046+170.9% | $5,055+170.4% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $35,897 | $18,429+94.8% | $16,712+114.8% | $19,030+88.6% |