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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 | $216,107 | $212,777+1.6% | $173,703+24.4% | $198,609+8.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 2.47% | 18.82%-16.4pp | 17.46%-15.0pp | 202.70%-200.2pp |
| Employer contribution / active EE | $14,276 | $5,214+173.8% | $4,288+233.0% | $5,055+182.4% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $951,255 | $19,536+4769.3% | $15,562+6012.7% | $19,030+4898.6% |