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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 | $223,830 | $197,637+13.3% | $177,848+25.9% | $158,982+40.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.79% | 58.77%-53.0pp | 48.33%-42.5pp | 302.99%-297.2pp |
| Employer contribution / active EE | $6,700 | $6,6980% | $5,919+13.2% | $4,763+40.7% |
| Participant deferral / active EE | $1,300 | $8,405-84.5% | $7,714-83.1% | $5,983-78.3% |
| Admin fee / account holder | $52,008 | $15,406+237.6% | $12,431+318.4% | $11,252+362.2% |