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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 | $176,911 | $185,883-4.8% | $170,043+4.0% | $139,466+26.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.55% | 60.54%-53.0pp | 53.40%-45.8pp | 373.66%-366.1pp |
| Employer contribution / active EE | $5,272 | $7,596-30.6% | $6,790-22.4% | $4,754+10.9% |
| Participant deferral / active EE | $2,973 | $11,626-74.4% | $10,410-71.4% | $6,712-55.7% |
| Admin fee / account holder | $1,833 | $15,393-88.1% | $12,824-85.7% | $11,409-83.9% |