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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 | $123,205 | $127,387-3.3% | $115,038+7.1% | $125,389-1.7% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -3.80% | 31.28%-35.1pp | 26.14%-29.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $8,717 | $5,166+68.7% | $4,608+89.2% | $4,866+79.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,968 | $9,516-37.3% | $8,175-27.0% | $9,541-37.4% |