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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 | $204,271 | $150,447+35.8% | $136,298+49.9% | $147,586+38.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.00% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $14,994 | $5,256+185.3% | $4,696+219.3% | $4,876+207.5% |
| Participant deferral / active EE | $769 | $6,631-88.4% | $6,247-87.7% | $5,439-85.9% |
| Admin fee / account holder | $120,804 | $10,906+1007.7% | $9,244+1206.8% | $10,886+1009.7% |