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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 | $146,372 | $88,778+64.9% | $81,844+78.8% | $145,884+0.3% |
| Participation rate | 94.7% | 75.1%+19.7pp | 72.4%+22.4pp | 80.3%+14.4pp |
| Annual return | 7.48% | 1033.03%-1025.5pp | 778.87%-771.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $9,869 | $3,087+219.7% | $2,916+238.4% | $4,662+111.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $27,235 | $8,430+223.1% | $7,355+270.3% | $13,392+103.4% |