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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 | $161,315 | $198,461-18.7% | $170,436-5.4% | $147,585+9.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.26% | 257.30%-249.0pp | 205.94%-197.7pp | 578.57%-570.3pp |
| Employer contribution / active EE | $6,956 | $6,184+12.5% | $5,433+28.0% | $4,876+42.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $375,418 | $16,852+2127.8% | $13,880+2604.7% | $10,885+3348.8% |