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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 | $154,788 | $154,228+0.4% | $145,433+6.4% | $137,256+12.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.46% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $16,197 | $4,804+237.2% | $4,554+255.6% | $4,156+289.7% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,310 | $14,344-76.9% | $13,129-74.8% | $12,270-73.0% |