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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 | $192,372 | $154,228+24.7% | $145,433+32.3% | $137,256+40.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.98% | 74.59%-65.6pp | 66.58%-57.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $18,464 | $4,804+284.4% | $4,554+305.4% | $4,156+344.3% |
| Participant deferral / active EE | $1,677 | $8,216-79.6% | $7,897-78.8% | $6,407-73.8% |
| Admin fee / account holder | $511,294 | $14,344+3464.6% | $13,129+3794.4% | $12,270+4067.0% |