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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 | $219,720 | $208,088+5.6% | $186,193+18.0% | $154,746+42.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 4.40% | 89.97%-85.6pp | 78.03%-73.6pp | 172.34%-167.9pp |
| Employer contribution / active EE | $3,970 | $4,340-8.5% | $3,918+1.3% | $4,379-9.3% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,192 | $11,698-89.8% | $11,058-89.2% | $14,365-91.7% |