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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 | $231,550 | $185,883+24.6% | $170,043+36.2% | $139,466+66.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.52% | 60.54%-60.0pp | 53.40%-52.9pp | 373.66%-373.1pp |
| Employer contribution / active EE | $8,865 | $7,596+16.7% | $6,790+30.6% | $4,754+86.5% |
| Participant deferral / active EE | $2,074 | $11,626-82.2% | $10,410-80.1% | $6,712-69.1% |
| Admin fee / account holder | $1,732 | $15,393-88.7% | $12,824-86.5% | $11,409-84.8% |