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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 | $113,081 | $150,447-24.8% | $136,298-17.0% | $147,586-23.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 10.20% | 1049.15%-1039.0pp | 5156.27%-5146.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $6,977 | $5,256+32.7% | $4,696+48.6% | $4,876+43.1% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $386 | $10,906-96.5% | $9,244-95.8% | $10,886-96.4% |