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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 | $151,674 | $150,447+0.8% | $136,298+11.3% | $147,586+2.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.72% | 1049.15%-1039.4pp | 5156.27%-5146.6pp | 578.59%-568.9pp |
| Employer contribution / active EE | $2,060 | $5,256-60.8% | $4,696-56.1% | $4,876-57.8% |
| Participant deferral / active EE | $151 | $6,631-97.7% | $6,247-97.6% | $5,439-97.2% |
| Admin fee / account holder | $84,439 | $10,906+674.2% | $9,244+813.5% | $10,886+675.7% |