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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 | $243,111 | $165,399+47.0% | $149,745+62.3% | $158,982+52.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.77% | 348.34%-341.6pp | 276.72%-270.0pp | 302.99%-296.2pp |
| Employer contribution / active EE | $18,101 | $5,105+254.6% | $4,646+289.6% | $4,763+280.0% |
| Participant deferral / active EE | $1,700 | $7,183-76.3% | $6,843-75.2% | $5,983-71.6% |
| Admin fee / account holder | $5,292 | $10,811-51.0% | $9,312-43.2% | $11,252-53.0% |