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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 | $189,357 | $202,345-6.4% | $172,755+9.6% | $152,885+23.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.88% | 1029.77%-1020.9pp | 802.94%-794.1pp | 345.39%-336.5pp |
| Employer contribution / active EE | $8,820 | $5,858+50.6% | $5,144+71.5% | $4,763+85.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,625 | $17,111-67.1% | $13,955-59.7% | $11,598-51.5% |