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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 | $180,749+21.6% | $160,784+36.7% | $137,256+60.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 4.40% | 2234.46%-2230.1pp | 1803.92%-1799.5pp | 220.34%-215.9pp |
| Employer contribution / active EE | $3,970 | $4,155-4.5% | $3,733+6.4% | $4,156-4.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,192 | $10,397-88.5% | $9,717-87.7% | $12,270-90.3% |