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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 | $211,318 | $209,425+0.9% | $178,499+18.4% | $158,966+32.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -4.30% | 188.80%-193.1pp | 151.10%-155.4pp | 302.95%-307.2pp |
| Employer contribution / active EE | $24,360 | $5,707+326.8% | $5,011+386.1% | $4,762+411.5% |
| Participant deferral / active EE | $1,932 | $5,955-67.6% | $5,202-62.9% | $5,983-67.7% |
| Admin fee / account holder | $64,192 | $17,078+275.9% | $13,986+359.0% | $11,250+470.6% |