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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 | $224,309 | $156,398+43.4% | $147,318+52.3% | $138,895+61.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 1.08% | 78.75%-77.7pp | 70.43%-69.3pp | 145.39%-144.3pp |
| Employer contribution / active EE | $1,136 | $4,853-76.6% | $4,593-75.3% | $4,194-72.9% |
| Participant deferral / active EE | -$1,136 | $8,237-113.8% | $7,906-114.4% | $6,396-117.8% |
| Admin fee / account holder | $230,663 | $14,976+1440.3% | $13,708+1582.7% | $12,562+1736.2% |