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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 | $240,697 | $198,457+21.3% | $170,435+41.2% | $147,586+63.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 2.46% | 257.30%-254.8pp | 205.94%-203.5pp | 578.59%-576.1pp |
| Employer contribution / active EE | $13,327 | $6,183+115.5% | $5,432+145.3% | $4,876+173.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,027 | $16,852-22.7% | $13,881-6.2% | $10,886+19.7% |