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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 | $108,830 | $183,627-40.7% | $155,602-30.1% | $145,978-25.4% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 7.83% | 61.32%-53.5pp | 64.81%-57.0pp | 550.52%-542.7pp |
| Employer contribution / active EE | $9,630 | $5,316+81.1% | $4,675+106.0% | $4,662+106.6% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22,237 | $19,327+15.1% | $15,923+39.7% | $13,400+65.9% |