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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 | $211,705 | $129,737+63.2% | $119,126+77.7% | $154,746+36.8% |
| Participation rate | 86.4% | 78.9%+7.5pp | 75.8%+10.6pp | 80.7%+5.7pp |
| Annual return | 8.94% | 379.08%-370.1pp | 282.11%-273.2pp | 172.34%-163.4pp |
| Employer contribution / active EE | $8,721 | $4,375+99.3% | $4,034+116.2% | $4,379+99.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,541 | $11,961-87.1% | $10,693-85.6% | $14,365-89.3% |