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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 | $223,623 | $217,432+2.8% | $185,849+20.3% | $167,536+33.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.95% | 148.42%-147.5pp | 122.10%-121.1pp | 478.82%-477.9pp |
| Employer contribution / active EE | $24,493 | $5,875+316.9% | $5,169+373.9% | $4,839+406.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,500 | $19,818-72.2% | $16,244-66.1% | $12,315-55.3% |