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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 | $95,540 | $178,174-46.4% | $156,181-38.8% | $137,256-30.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 4.01% | 84.19%-80.2pp | 64.87%-60.9pp | 220.34%-216.3pp |
| Employer contribution / active EE | $3,818 | $4,972-23.2% | $4,294-11.1% | $4,156-8.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $17,145 | $17,404-1.5% | $14,586+17.5% | $12,270+39.7% |