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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 | $167,374 | $160,070+4.6% | $147,117+13.8% | $145,897+14.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.98% | 98.69%-89.7pp | 420.54%-411.6pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,046 | $5,285-42.4% | $4,932-38.2% | $4,663-34.7% |
| Participant deferral / active EE | $2,184 | $8,419-74.1% | $8,065-72.9% | $6,689-67.4% |
| Admin fee / account holder | $51,249 | $15,035+240.9% | $12,993+294.4% | $13,390+282.7% |