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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 | $203,384 | $178,174+14.1% | $156,181+30.2% | $137,256+48.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.08% | 84.19%-75.1pp | 64.87%-55.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $10,000 | $4,972+101.1% | $4,294+132.9% | $4,156+140.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $115,850 | $17,404+565.7% | $14,586+694.2% | $12,270+844.2% |