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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 | $200,570 | $183,592+9.2% | $155,574+28.9% | $145,877+37.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.66% | 61.37%-59.7pp | 64.87%-63.2pp | 551.28%-549.6pp |
| Employer contribution / active EE | $22,651 | $5,317+326.0% | $4,676+384.4% | $4,663+385.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $325,364 | $19,316+1584.4% | $15,914+1944.5% | $13,402+2327.7% |