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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 | $111,158 | $111,535-0.3% | $105,223+5.6% | $137,256-19.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 5.65% | 237.85%-232.2pp | 180.65%-175.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $21,463 | $3,939+444.8% | $3,689+481.9% | $4,156+416.4% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $739 | $9,721-92.4% | $8,859-91.7% | $12,270-94.0% |