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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 | $175,300 | $169,336+3.5% | $129,384+35.5% | $145,884+20.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.34% | 14408.70%-14402.4pp | 9461.77%-9455.4pp | 551.85%-545.5pp |
| Employer contribution / active EE | $38,209 | $5,540+589.7% | $4,153+820.0% | $4,662+719.5% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22,213 | $9,912+124.1% | $7,686+189.0% | $13,392+65.9% |