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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 | $160,028+2.3% | $147,080+11.3% | $145,884+12.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.33% | 98.60%-89.3pp | 420.17%-410.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $12,360 | $5,286+133.8% | $4,933+150.5% | $4,662+165.1% |
| Participant deferral / active EE | $2,153 | $8,422-74.4% | $8,066-73.3% | $6,690-67.8% |
| Admin fee / account holder | $22,409 | $15,030+49.1% | $12,989+72.5% | $13,392+67.3% |