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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 | $174,661 | $166,268+5.0% | $165,100+5.8% | $145,897+19.7% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 7.61% | 100.52%-92.9pp | 70.21%-62.6pp | 552.29%-544.7pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $814 | $6,964-88.3% | $6,035-86.5% | $6,689-87.8% |
| Admin fee / account holder | $9,020 | $16,659-45.9% | $12,696-28.9% | $13,390-32.6% |