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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 | $238,143 | $209,428+13.7% | $178,498+33.4% | $158,950+49.8% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 5.35% | 188.78%-183.4pp | 151.09%-145.7pp | 302.91%-297.6pp |
| Employer contribution / active EE | $6,880 | $5,707+20.6% | $5,011+37.3% | $4,762+44.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,836 | $17,077-83.4% | $13,985-79.7% | $11,248-74.8% |