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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 | $170,393 | $157,304+8.3% | $141,197+20.7% | $152,909+11.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -1.23% | 64.34%-65.6pp | 71.41%-72.6pp | 345.46%-346.7pp |
| Employer contribution / active EE | $5,016 | $5,263-4.7% | $4,736+5.9% | $4,764+5.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,237 | $12,126-40.3% | $10,265-29.5% | $11,601-37.6% |