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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 | $246,374 | $198,457+24.1% | $170,435+44.6% | $147,586+66.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 8.79% | 257.30%-248.5pp | 205.94%-197.2pp | 578.59%-569.8pp |
| Employer contribution / active EE | $2,447 | $6,183-60.4% | $5,432-55.0% | $4,876-49.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $81,337 | $16,852+382.6% | $13,881+486.0% | $10,886+647.2% |