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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 | $183,291 | $185,883-1.4% | $170,043+7.8% | $139,466+31.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.90% | 60.54%-50.6pp | 53.40%-43.5pp | 373.66%-363.8pp |
| Employer contribution / active EE | $2,861 | $7,596-62.3% | $6,790-57.9% | $4,754-39.8% |
| Participant deferral / active EE | $2,481 | $11,626-78.7% | $10,410-76.2% | $6,712-63.0% |
| Admin fee / account holder | $5,264 | $15,393-65.8% | $12,824-59.0% | $11,409-53.9% |