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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 | $238,761 | $226,135+5.6% | $182,558+30.8% | $152,909+56.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 4.75% | 192.60%-187.8pp | 148.59%-143.8pp | 345.46%-340.7pp |
| Employer contribution / active EE | $26,260 | $4,979+427.4% | $4,076+544.2% | $4,764+451.2% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,783 | $10,707-27.3% | $8,594-9.4% | $11,601-32.9% |