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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 | $194,967 | $171,867+13.4% | $149,721+30.2% | $147,586+32.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.10% | 2113.36%-2108.3pp | 1501.67%-1496.6pp | 578.59%-573.5pp |
| Employer contribution / active EE | $20,292 | $6,275+223.4% | $5,444+272.7% | $4,876+316.1% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $34,567 | $13,799+150.5% | $11,282+206.4% | $10,886+217.5% |