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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 | $134,146 | $156,398-14.2% | $147,318-8.9% | $138,895-3.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 8.79% | 78.75%-70.0pp | 70.43%-61.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $761 | $8,237-90.8% | $7,906-90.4% | $6,396-88.1% |
| Admin fee / account holder | $81,468 | $14,976+444.0% | $13,708+494.3% | $12,562+548.5% |