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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 | $191,157 | $171,867+11.2% | $149,721+27.7% | $147,586+29.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.70% | 2113.36%-2108.7pp | 1501.67%-1497.0pp | 578.59%-573.9pp |
| Employer contribution / active EE | $19,045 | $6,275+203.5% | $5,444+249.8% | $4,876+290.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,240 | $13,799-18.5% | $11,282-0.4% | $10,886+3.3% |