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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 | $177,232 | $185,905-4.7% | $170,057+4.2% | $139,487+27.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.87% | 60.56%-53.7pp | 53.42%-46.5pp | 373.84%-367.0pp |
| Employer contribution / active EE | $8,059 | $7,597+6.1% | $6,790+18.7% | $4,755+69.5% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $76,293 | $15,397+395.5% | $12,826+494.8% | $11,407+568.8% |