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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 | $193,918 | $184,000+5.4% | $162,185+19.6% | $152,909+26.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 5.92% | 150.80%-144.9pp | 115.61%-109.7pp | 345.46%-339.5pp |
| Employer contribution / active EE | $11,835 | $6,370+85.8% | $5,613+110.8% | $4,764+148.4% |
| Participant deferral / active EE | $18 | $8,033-99.8% | $7,297-99.8% | $5,851-99.7% |
| Admin fee / account holder | $6,105 | $13,124-53.5% | $10,844-43.7% | $11,601-47.4% |