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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 | $180,792 | $148,623+21.6% | $135,974+33.0% | $139,466+29.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.64% | 79.30%-76.7pp | 68.30%-65.7pp | 373.66%-371.0pp |
| Employer contribution / active EE | $45,000 | $5,246+757.7% | $4,859+826.1% | $4,754+846.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $559 | $12,406-95.5% | $10,767-94.8% | $11,409-95.1% |