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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 | $215,509 | $201,259+7.1% | $184,200+17.0% | $145,959+47.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.30% | 28.98%-26.7pp | 28.80%-26.5pp | 561.95%-559.6pp |
| Employer contribution / active EE | $2,052 | $7,018-70.8% | $6,424-68.1% | $4,661-56.0% |
| Participant deferral / active EE | $2,335 | $9,806-76.2% | $9,132-74.4% | $6,689-65.1% |
| Admin fee / account holder | $92,440 | $16,372+464.6% | $13,907+564.7% | $13,398+590.0% |