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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 | $169,787 | $150,446+12.9% | $136,297+24.6% | $147,585+15.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.10% | 1049.14%-1040.0pp | 5156.19%-5147.1pp | 578.58%-569.5pp |
| Employer contribution / active EE | $12,893 | $5,256+145.3% | $4,696+174.6% | $4,876+164.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,947 | $10,906-73.0% | $9,244-68.1% | $10,886-72.9% |