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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 | $177,232 | $185,883-4.7% | $170,043+4.2% | $139,466+27.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.69% | 60.54%-51.9pp | 53.40%-44.7pp | 373.66%-365.0pp |
| Employer contribution / active EE | $6,952 | $7,596-8.5% | $6,790+2.4% | $4,754+46.2% |
| Participant deferral / active EE | $1,250 | $11,626-89.2% | $10,410-88.0% | $6,712-81.4% |
| Admin fee / account holder | $531 | $15,393-96.5% | $12,824-95.9% | $11,409-95.3% |