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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 | $177,032 | $150,447+17.7% | $136,298+29.9% | $147,586+20.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.76% | 1049.15%-1042.4pp | 5156.27%-5149.5pp | 578.59%-571.8pp |
| Employer contribution / active EE | $9,194 | $5,256+74.9% | $4,696+95.8% | $4,876+88.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $447 | $10,906-95.9% | $9,244-95.2% | $10,886-95.9% |