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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 | $176,555 | $168,635+4.7% | $147,617+19.6% | $125,389+40.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.97% | 77.65%-81.6pp | 61.98%-66.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $5,735 | $6,252-8.3% | $5,564+3.1% | $4,866+17.9% |
| Participant deferral / active EE | $468 | $5,507-91.5% | $4,895-90.4% | $5,352-91.3% |
| Admin fee / account holder | $1,938 | $13,580-85.7% | $11,612-83.3% | $9,541-79.7% |