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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 | $176,387 | $157,296+12.1% | $141,191+24.9% | $152,897+15.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.98% | 64.34%-59.4pp | 71.41%-66.4pp | 345.43%-340.4pp |
| Employer contribution / active EE | $5,455 | $5,262+3.7% | $4,736+15.2% | $4,764+14.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,699 | $12,125-86.0% | $10,264-83.4% | $11,599-85.4% |