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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 | $188,659 | $162,529+16.1% | $130,788+44.2% | $154,746+21.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 6.23% | 510.48%-504.2pp | 386.44%-380.2pp | 172.34%-166.1pp |
| Employer contribution / active EE | $5,333 | $4,447+19.9% | $3,558+49.9% | $4,379+21.8% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,744 | $7,669-64.2% | $6,673-58.9% | $14,365-80.9% |