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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 | $163,672 | $160,040+2.3% | $147,096+11.3% | $145,877+12.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.33% | 98.49%-89.2pp | 419.75%-410.4pp | 551.28%-542.0pp |
| Employer contribution / active EE | $12,360 | $5,289+133.7% | $4,936+150.4% | $4,663+165.1% |
| Participant deferral / active EE | $2,153 | $8,429-74.5% | $8,071-73.3% | $6,691-67.8% |
| Admin fee / account holder | $22,409 | $15,050+48.9% | $13,005+72.3% | $13,402+67.2% |