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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 | $156,398+44.6% | $147,318+53.6% | $138,895+62.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 1.45% | 78.75%-77.3pp | 70.43%-69.0pp | 145.39%-143.9pp |
| Employer contribution / active EE | $5,397 | $4,853+11.2% | $4,593+17.5% | $4,194+28.7% |
| Participant deferral / active EE | $1,766 | $8,237-78.6% | $7,906-77.7% | $6,396-72.4% |
| Admin fee / account holder | $523,982 | $14,976+3398.9% | $13,708+3722.6% | $12,562+4071.1% |