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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 | $165,715 | $176,105-5.9% | $159,474+3.9% | $167,536-1.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.50% | 331.91%-322.4pp | 263.68%-254.2pp | 478.82%-469.3pp |
| Employer contribution / active EE | $2,320 | $5,299-56.2% | $4,831-52.0% | $4,839-52.1% |
| Participant deferral / active EE | $623 | $7,751-92.0% | $7,353-91.5% | $6,342-90.2% |
| Admin fee / account holder | $251,424 | $12,559+1901.9% | $10,802+2227.5% | $12,315+1941.7% |