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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 | $248,487 | $165,381+50.3% | $149,730+66.0% | $158,966+56.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.71% | 348.29%-340.6pp | 276.70%-269.0pp | 302.95%-295.2pp |
| Employer contribution / active EE | $28,107 | $5,104+450.7% | $4,645+505.1% | $4,762+490.2% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,291 | $10,809-78.8% | $9,310-75.4% | $11,250-79.6% |