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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 | $196,043 | $176,105+11.3% | $159,474+22.9% | $167,536+17.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.66% | 331.91%-322.3pp | 263.68%-254.0pp | 478.82%-469.2pp |
| Employer contribution / active EE | $9,656 | $5,299+82.2% | $4,831+99.9% | $4,839+99.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,818 | $12,559-85.5% | $10,802-83.2% | $12,315-85.2% |