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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 | $126,806 | $184,000-31.1% | $162,185-21.8% | $152,909-17.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 6.36% | 150.80%-144.4pp | 115.61%-109.2pp | 345.46%-339.1pp |
| Employer contribution / active EE | $13,896 | $6,370+118.1% | $5,613+147.6% | $4,764+191.7% |
| Participant deferral / active EE | $2,861 | $8,033-64.4% | $7,297-60.8% | $5,851-51.1% |
| Admin fee / account holder | $32,623 | $13,124+148.6% | $10,844+200.8% | $11,601+181.2% |