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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 | $171,890 | $160,040+7.4% | $147,096+16.9% | $145,877+17.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.54% | 98.49%-92.0pp | 419.75%-413.2pp | 551.28%-544.7pp |
| Employer contribution / active EE | $72,826 | $5,289+1276.8% | $4,936+1375.4% | $4,663+1461.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,278 | $15,050-91.5% | $13,005-90.2% | $13,402-90.5% |