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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 | $154,844 | $183,592-15.7% | $155,574-0.5% | $145,877+6.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.82% | 61.37%-53.6pp | 64.87%-57.0pp | 551.28%-543.5pp |
| Employer contribution / active EE | $4,540 | $5,317-14.6% | $4,676-2.9% | $4,663-2.6% |
| Participant deferral / active EE | $565 | $6,466-91.3% | $5,629-90.0% | $6,691-91.6% |
| Admin fee / account holder | $47,426 | $19,316+145.5% | $15,914+198.0% | $13,402+253.9% |