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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 | $203,322 | $217,432-6.5% | $185,849+9.4% | $167,536+21.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.53% | 148.42%-142.9pp | 122.10%-116.6pp | 478.82%-473.3pp |
| Employer contribution / active EE | $15,126 | $5,875+157.5% | $5,169+192.7% | $4,839+212.6% |
| Participant deferral / active EE | $247 | $6,357-96.1% | $5,569-95.6% | $6,342-96.1% |
| Admin fee / account holder | $228,189 | $19,818+1051.4% | $16,244+1304.8% | $12,315+1753.0% |