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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 | $114,119+85.5% | $107,187+97.5% | $138,895+52.4% |
| Participation rate | 86.4% | 78.1%+8.3pp | 75.0%+11.3pp | 79.9%+6.4pp |
| Annual return | 8.94% | 273.21%-264.3pp | 204.55%-195.6pp | 145.39%-136.5pp |
| Employer contribution / active EE | $8,721 | $4,059+114.9% | $3,782+130.6% | $4,194+107.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,541 | $10,024-84.6% | $9,162-83.2% | $12,562-87.7% |