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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 | $167,899 | $159,978+5.0% | $147,041+14.2% | $145,978+15.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.61% | 98.36%-88.8pp | 419.21%-409.6pp | 550.52%-540.9pp |
| Employer contribution / active EE | $1,920 | $5,288-63.7% | $4,935-61.1% | $4,662-58.8% |
| Participant deferral / active EE | $2,400 | $8,429-71.5% | $8,071-70.3% | $6,690-64.1% |
| Admin fee / account holder | $31,627 | $15,053+110.1% | $13,006+143.2% | $13,400+136.0% |