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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 | $172,969 | $160,070+8.1% | $147,117+17.6% | $145,897+18.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.23% | 98.69%-90.5pp | 420.54%-412.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,463 | $5,285-72.3% | $4,932-70.3% | $4,663-68.6% |
| Participant deferral / active EE | $2,400 | $8,419-71.5% | $8,065-70.2% | $6,689-64.1% |
| Admin fee / account holder | $1,361 | $15,035-90.9% | $12,993-89.5% | $13,390-89.8% |