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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 | $205,894 | $175,231+17.5% | $149,696+37.5% | $139,466+47.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.92% | 166.77%-161.9pp | 134.46%-129.5pp | 373.66%-368.7pp |
| Employer contribution / active EE | $2,374 | $5,478-56.7% | $4,821-50.8% | $4,754-50.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,924 | $16,155-69.5% | $13,212-62.7% | $11,409-56.8% |