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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 | $236,034 | $174,379+35.4% | $152,093+55.2% | $138,895+69.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 0.47% | 74.86%-74.4pp | 66.36%-65.9pp | 145.39%-144.9pp |
| Employer contribution / active EE | $24,420 | $4,652+425.0% | $4,175+485.0% | $4,194+482.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $11,979 | $16,880-29.0% | $14,497-17.4% | $12,562-4.6% |