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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 | $162,806 | $157,296+3.5% | $141,191+15.3% | $152,897+6.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.43% | 64.34%-54.9pp | 71.41%-62.0pp | 345.43%-336.0pp |
| Employer contribution / active EE | $10,459 | $5,262+98.8% | $4,736+120.8% | $4,764+119.6% |
| Participant deferral / active EE | $206 | $7,111-97.1% | $6,710-96.9% | $5,851-96.5% |
| Admin fee / account holder | $4,194 | $12,125-65.4% | $10,264-59.1% | $11,599-63.8% |