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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 | $249,782 | $202,342+23.4% | $172,752+44.6% | $152,897+63.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.33% | 1029.83%-1021.5pp | 802.97%-794.6pp | 345.43%-337.1pp |
| Employer contribution / active EE | $11,162 | $5,858+90.6% | $5,144+117.0% | $4,764+134.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,070 | $17,111-76.2% | $13,955-70.8% | $11,599-64.9% |