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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 | $175,547 | $160,070+9.7% | $147,117+19.3% | $145,897+20.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.57% | 98.69%-92.1pp | 420.54%-414.0pp | 552.29%-545.7pp |
| Employer contribution / active EE | $8,600 | $5,285+62.7% | $4,932+74.4% | $4,663+84.4% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $404,108 | $15,035+2587.7% | $12,993+3010.3% | $13,390+2917.9% |