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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 | $232,853 | $183,539+26.9% | $155,556+49.7% | $145,897+59.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.12% | 61.31%-53.2pp | 64.84%-56.7pp | 552.29%-544.2pp |
| Employer contribution / active EE | $4,000 | $5,315-24.7% | $4,675-14.4% | $4,663-14.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $14,810 | $19,275-23.2% | $15,885-6.8% | $13,390+10.6% |