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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 | $163,733 | $171,865-4.7% | $149,718+9.4% | $147,585+10.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.04% | 2113.29%-2104.2pp | 1501.67%-1492.6pp | 578.56%-569.5pp |
| Employer contribution / active EE | $5,825 | $6,275-7.2% | $5,445+7.0% | $4,876+19.5% |
| Participant deferral / active EE | $1,096 | $7,270-84.9% | $6,569-83.3% | $5,439-79.8% |
| Admin fee / account holder | $13,241 | $13,799-4.0% | $11,283+17.4% | $10,885+21.6% |