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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 | $159,464 | $160,070-0.4% | $147,117+8.4% | $145,897+9.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.53% | 98.69%-94.2pp | 420.54%-416.0pp | 552.29%-547.8pp |
| Employer contribution / active EE | $4,253 | $5,285-19.5% | $4,932-13.8% | $4,663-8.8% |
| Participant deferral / active EE | $1,925 | $8,419-77.1% | $8,065-76.1% | $6,689-71.2% |
| Admin fee / account holder | $185,129 | $15,035+1131.3% | $12,993+1324.9% | $13,390+1282.6% |