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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 | $238,753 | $150,447+58.7% | $136,298+75.2% | $147,586+61.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.12% | 1049.15%-1044.0pp | 5156.27%-5151.1pp | 578.59%-573.5pp |
| Employer contribution / active EE | $20,573 | $5,256+291.4% | $4,696+338.1% | $4,876+321.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,039 | $10,906-72.1% | $9,244-67.1% | $10,886-72.1% |