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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 | $196,036 | $202,342-3.1% | $172,753+13.5% | $152,909+28.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.34% | 1029.88%-1017.5pp | 803.00%-790.7pp | 345.46%-333.1pp |
| Employer contribution / active EE | $24,500 | $5,857+318.3% | $5,144+376.3% | $4,764+414.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,651 | $17,112-67.0% | $13,956-59.5% | $11,601-51.3% |