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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 | $193,743 | $185,883+4.2% | $170,043+13.9% | $139,466+38.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.86% | 60.54%-50.7pp | 53.40%-43.5pp | 373.66%-363.8pp |
| Employer contribution / active EE | $5,882 | $7,596-22.6% | $6,790-13.4% | $4,754+23.7% |
| Participant deferral / active EE | $2,965 | $11,626-74.5% | $10,410-71.5% | $6,712-55.8% |
| Admin fee / account holder | $20,773 | $15,393+34.9% | $12,824+62.0% | $11,409+82.1% |