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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 | $129,268 | $202,342-36.1% | $172,752-25.2% | $152,897-15.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.55% | 1029.83%-1022.3pp | 802.97%-795.4pp | 345.43%-337.9pp |
| Employer contribution / active EE | $16,731 | $5,858+185.6% | $5,144+225.3% | $4,764+251.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,540 | $17,111-85.2% | $13,955-81.8% | $11,599-78.1% |