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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 | $238,445 | $185,856+28.3% | $170,028+40.2% | $139,456+71.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.61% | 60.52%-50.9pp | 53.39%-43.8pp | 373.45%-363.8pp |
| Employer contribution / active EE | $6,560 | $7,593-13.6% | $6,788-3.4% | $4,753+38.0% |
| Participant deferral / active EE | $2,196 | $11,623-81.1% | $10,409-78.9% | $6,711-67.3% |
| Admin fee / account holder | $14,768 | $15,387-4.0% | $12,820+15.2% | $11,407+29.5% |