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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 | $200,255 | $223,823-10.5% | $211,142-5.2% | $154,746+29.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.44% | 50.39%-41.0pp | 46.84%-37.4pp | 172.34%-162.9pp |
| Employer contribution / active EE | $4,140 | $6,787-39.0% | $6,442-35.7% | $4,379-5.5% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,194 | $19,707-38.1% | $19,076-36.1% | $14,365-15.1% |