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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 | $226,215 | $196,972+14.8% | $182,262+24.1% | $198,609+13.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 1.45% | 158.27%-156.8pp | 140.60%-139.1pp | 202.70%-201.2pp |
| Employer contribution / active EE | $5,397 | $5,364+0.6% | $5,046+7.0% | $5,055+6.8% |
| Participant deferral / active EE | $1,766 | $8,643-79.6% | $8,276-78.7% | $6,977-74.7% |
| Admin fee / account holder | $523,982 | $18,429+2743.3% | $16,712+3035.4% | $19,030+2653.4% |