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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 | $235,766 | $226,135+4.3% | $182,558+29.1% | $152,909+54.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 4.42% | 192.60%-188.2pp | 148.59%-144.2pp | 345.46%-341.0pp |
| Employer contribution / active EE | $13,889 | $4,979+178.9% | $4,076+240.7% | $4,764+191.5% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,796 | $10,707-17.8% | $8,594+2.4% | $11,601-24.2% |