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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 | $211,016 | $202,463+4.2% | $169,397+24.6% | $139,487+51.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 8.46% | 532.64%-524.2pp | 406.23%-397.8pp | 373.84%-365.4pp |
| Employer contribution / active EE | $1,626 | $4,694-65.4% | $4,013-59.5% | $4,755-65.8% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $10,013 | $10,726-6.7% | $9,017+11.0% | $11,407-12.2% |