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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 | $191,949 | $157,304+22.0% | $141,197+35.9% | $152,909+25.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.50% | 64.34%-55.8pp | 71.41%-62.9pp | 345.46%-337.0pp |
| Employer contribution / active EE | $8,418 | $5,263+60.0% | $4,736+77.7% | $4,764+76.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,320 | $12,126-39.6% | $10,265-28.7% | $11,601-36.9% |