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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 | $185,327 | $175,231+5.8% | $149,696+23.8% | $139,466+32.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.48% | 166.77%-162.3pp | 134.46%-130.0pp | 373.66%-369.2pp |
| Employer contribution / active EE | $6,120 | $5,478+11.7% | $4,821+26.9% | $4,754+28.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,196 | $16,155-80.2% | $13,212-75.8% | $11,409-72.0% |