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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 | $77,714 | $202,342-61.6% | $172,752-55.0% | $152,897-49.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.52% | 1029.83%-1019.3pp | 802.97%-792.5pp | 345.43%-334.9pp |
| Employer contribution / active EE | $3,001 | $5,858-48.8% | $5,144-41.7% | $4,764-37.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,858 | $17,111-7.3% | $13,955+13.6% | $11,599+36.7% |