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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 | $189,472 | $180,749+4.8% | $160,784+17.8% | $137,256+38.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 4.65% | 2234.46%-2229.8pp | 1803.92%-1799.3pp | 220.34%-215.7pp |
| Employer contribution / active EE | $14,152 | $4,155+240.6% | $3,733+279.1% | $4,156+240.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,661 | $10,397-84.0% | $9,717-82.9% | $12,270-86.5% |