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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 | $161,999 | $166,089-2.5% | $164,928-1.8% | $145,978+11.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.78% | 100.26%-93.5pp | 70.08%-63.3pp | 550.52%-543.7pp |
| Employer contribution / active EE | $10,000 | $5,276+89.5% | $4,343+130.2% | $4,662+114.5% |
| Participant deferral / active EE | $1,576 | $6,961-77.4% | $6,034-73.9% | $6,690-76.4% |
| Admin fee / account holder | $15,172 | $16,641-8.8% | $12,684+19.6% | $13,400+13.2% |