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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 | $193,971 | $201,370-3.7% | $184,256+5.3% | $145,897+33.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 8.63% | 29.05%-20.4pp | 28.85%-20.2pp | 552.29%-543.7pp |
| Employer contribution / active EE | $6,964 | $7,024-0.8% | $6,427+8.4% | $4,663+49.4% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,471 | $16,364-60.5% | $13,899-53.4% | $13,390-51.7% |