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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 | $153,981 | $159,934-3.7% | $147,005+4.7% | $145,959+5.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 9.21% | 98.24%-89.0pp | 418.76%-409.6pp | 561.95%-552.7pp |
| Employer contribution / active EE | $14,567 | $5,287+175.5% | $4,934+195.2% | $4,661+212.5% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,112 | $15,053-72.7% | $13,006-68.4% | $13,398-69.3% |