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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 | $248,134 | $232,540+6.7% | $185,117+34.0% | $147,586+68.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.52% | 43.03%-36.5pp | 40.50%-34.0pp | 578.59%-572.1pp |
| Employer contribution / active EE | $5,358 | $5,195+3.1% | $4,182+28.1% | $4,876+9.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,181 | $10,275-0.9% | $8,159+24.8% | $10,886-6.5% |