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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 | $182,934 | $160,028+14.3% | $147,080+24.4% | $145,884+25.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.51% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,500 | $5,286-52.7% | $4,933-49.3% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,167 | $15,030-85.6% | $12,989-83.3% | $13,392-83.8% |