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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 | $195,151 | $183,516+6.3% | $155,534+25.5% | $145,884+33.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.79% | 61.43%-56.6pp | 64.92%-60.1pp | 551.85%-547.1pp |
| Employer contribution / active EE | $3,549 | $5,315-33.2% | $4,675-24.1% | $4,662-23.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,375 | $19,293-77.3% | $15,900-72.5% | $13,392-67.3% |