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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 | $170,545 | $168,635+1.1% | $147,617+15.5% | $125,389+36.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.90% | 77.65%-85.6pp | 61.98%-69.9pp | 282.24%-290.1pp |
| Employer contribution / active EE | $6,250 | $6,2520% | $5,564+12.3% | $4,866+28.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,712 | $13,580-87.4% | $11,612-85.3% | $9,541-82.1% |