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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 | $244,545 | $160,028+52.8% | $147,080+66.3% | $145,884+67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.71% | 98.60%-91.9pp | 420.17%-413.5pp | 551.85%-545.1pp |
| Employer contribution / active EE | $5,360 | $5,286+1.4% | $4,933+8.6% | $4,662+15.0% |
| Participant deferral / active EE | $2,003 | $8,422-76.2% | $8,066-75.2% | $6,690-70.1% |
| Admin fee / account holder | $1,545 | $15,030-89.7% | $12,989-88.1% | $13,392-88.5% |