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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 | $160,028+9.7% | $147,080+19.4% | $145,884+20.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.57% | 98.60%-92.0pp | 420.17%-413.6pp | 551.85%-545.3pp |
| Employer contribution / active EE | $8,600 | $5,286+62.7% | $4,933+74.3% | $4,662+84.5% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $404,108 | $15,030+2588.7% | $12,989+3011.2% | $13,392+2917.6% |