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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 | $122,533 | $159,934-23.4% | $147,005-16.6% | $145,959-16.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 9.39% | 98.24%-88.9pp | 418.76%-409.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $20,537 | $5,287+288.4% | $4,934+316.2% | $4,661+340.6% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $238,681 | $15,053+1485.6% | $13,006+1735.1% | $13,398+1681.5% |