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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 | $138,505 | $148,582-6.8% | $135,942+1.9% | $139,456-0.7% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.8pp |
| Annual return | 4.56% | 79.26%-74.7pp | 68.28%-63.7pp | 373.45%-368.9pp |
| Employer contribution / active EE | $2,242 | $5,245-57.2% | $4,858-53.8% | $4,753-52.8% |
| Participant deferral / active EE | $1,031 | $8,101-87.3% | $7,759-86.7% | $6,711-84.6% |
| Admin fee / account holder | $252,857 | $12,402+1938.8% | $10,764+2249.1% | $11,407+2116.7% |