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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 | $103,163 | $100,060+3.1% | $149,721-31.1% | $70,126+47.1% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.1%+9.4pp | 69.5%+26.9pp |
| Annual return | 11.92% | 27.46%-15.5pp | 1501.67%-1489.8pp | 73.15%-61.2pp |
| Employer contribution / active EE | $5,087 | $3,661+38.9% | $5,444-6.6% | $2,343+117.2% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,255 | $8,285+11.7% | $11,282-18.0% | $4,645+99.2% |