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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 | $187,209 | $172,111+8.8% | $150,298+24.6% | $137,256+36.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.12% | 69.37%-65.3pp | 62.79%-58.7pp | 220.34%-216.2pp |
| Employer contribution / active EE | $6,290 | $4,636+35.7% | $4,154+51.4% | $4,156+51.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,097,995 | $16,471+6566.3% | $14,116+7678.5% | $12,270+8848.5% |