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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 | $193,060 | $202,342-4.6% | $172,753+11.8% | $152,909+26.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.92% | 1029.88%-1023.0pp | 803.00%-796.1pp | 345.46%-338.5pp |
| Employer contribution / active EE | $15,854 | $5,857+170.7% | $5,144+208.2% | $4,764+232.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,168 | $17,112+17.9% | $13,956+44.5% | $11,601+73.9% |