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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 | $162,136+39.5% | $152,301+48.5% | $154,746+46.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 1.45% | 91.02%-89.6pp | 80.50%-79.1pp | 172.34%-170.9pp |
| Employer contribution / active EE | $5,397 | $4,890+10.4% | $4,624+16.7% | $4,379+23.2% |
| Participant deferral / active EE | $1,766 | $8,341-78.8% | $8,004-77.9% | $6,730-73.8% |
| Admin fee / account holder | $523,982 | $15,759+3224.9% | $14,398+3539.3% | $14,365+3547.6% |