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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 | $233,041 | $148,629+56.8% | $135,982+71.4% | $139,487+67.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.63% | 79.33%-71.7pp | 68.32%-60.7pp | 373.84%-366.2pp |
| Employer contribution / active EE | $15,066 | $5,247+187.2% | $4,859+210.1% | $4,755+216.9% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $10,852 | $12,406-12.5% | $10,767+0.8% | $11,407-4.9% |