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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 | $235,212 | $148,629+58.3% | $135,982+73.0% | $139,487+68.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.12% | 79.33%-70.2pp | 68.32%-59.2pp | 373.84%-364.7pp |
| Employer contribution / active EE | $3,889 | $5,247-25.9% | $4,859-20.0% | $4,755-18.2% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $448 | $12,406-96.4% | $10,767-95.8% | $11,407-96.1% |