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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 | $195,611 | $183,627+6.5% | $155,602+25.7% | $145,978+34.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.55% | 61.32%-54.8pp | 64.81%-58.3pp | 550.52%-544.0pp |
| Employer contribution / active EE | $10,698 | $5,316+101.2% | $4,675+128.8% | $4,662+129.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $511 | $19,327-97.4% | $15,923-96.8% | $13,400-96.2% |