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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 | $226,991 | $156,398+45.1% | $147,318+54.1% | $138,895+63.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -2.71% | 78.75%-81.5pp | 70.43%-73.1pp | 145.39%-148.1pp |
| Employer contribution / active EE | $74,154 | $4,853+1427.9% | $4,593+1514.6% | $4,194+1668.0% |
| Participant deferral / active EE | -$52,448 | $8,237-736.7% | $7,906-763.4% | $6,396-920.0% |
| Admin fee / account holder | $74,990 | $14,976+400.7% | $13,708+447.1% | $12,562+496.9% |