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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 | $193,918 | $183,968+5.4% | $162,166+19.6% | $152,870+26.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.92% | 150.77%-144.9pp | 115.59%-109.7pp | 345.34%-339.4pp |
| Employer contribution / active EE | $11,835 | $6,371+85.8% | $5,614+110.8% | $4,763+148.5% |
| Participant deferral / active EE | $18 | $8,034-99.8% | $7,298-99.8% | $5,850-99.7% |
| Admin fee / account holder | $6,105 | $13,121-53.5% | $10,842-43.7% | $11,597-47.4% |