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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 | $170,319 | $148,623+14.6% | $135,974+25.3% | $139,466+22.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.52% | 79.30%-70.8pp | 68.30%-59.8pp | 373.66%-365.1pp |
| Employer contribution / active EE | $4,900 | $5,246-6.6% | $4,859+0.8% | $4,754+3.1% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9,219 | $12,406-25.7% | $10,767-14.4% | $11,409-19.2% |