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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 | $157,221 | $175,231-10.3% | $149,696+5.0% | $139,466+12.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.71% | 166.77%-158.1pp | 134.46%-125.7pp | 373.66%-364.9pp |
| Employer contribution / active EE | $4,736 | $5,478-13.5% | $4,821-1.8% | $4,754-0.4% |
| Participant deferral / active EE | $786 | $6,521-87.9% | $5,682-86.2% | $6,712-88.3% |
| Admin fee / account holder | $1,175 | $16,155-92.7% | $13,212-91.1% | $11,409-89.7% |