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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 | $163,489 | $157,296+3.9% | $141,191+15.8% | $152,897+6.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.78% | 64.34%-50.6pp | 71.41%-57.6pp | 345.43%-331.6pp |
| Employer contribution / active EE | $13,292 | $5,262+152.6% | $4,736+180.7% | $4,764+179.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,953 | $12,125-50.9% | $10,264-42.0% | $11,599-48.7% |