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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 | $115,879 | $106,008+9.3% | $92,240+25.6% | $147,586-21.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.05% | 50.05%-41.0pp | 176.29%-167.2pp | 578.59%-569.5pp |
| Employer contribution / active EE | $3,182 | $4,333-26.6% | $3,680-13.5% | $4,876-34.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $820 | $6,333-87.0% | $5,194-84.2% | $10,886-92.5% |