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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 | $197,910 | $180,462+9.7% | $154,111+28.4% | $135,379+46.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.16% | 888.17%-899.3pp | 735.18%-746.3pp | 519.79%-530.9pp |
| Employer contribution / active EE | $5,031 | $6,036-16.7% | $5,298-5.0% | $4,779+5.3% |
| Participant deferral / active EE | $1,400 | $5,806-75.9% | $5,081-72.5% | $5,609-75.0% |
| Admin fee / account holder | $16,563 | $16,145+2.6% | $13,411+23.5% | $10,828+53.0% |