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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 | $187,889 | $156,970+19.7% | $121,210+55.0% | $139,487+34.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.95% | 1477.10%-1470.2pp | 987.41%-980.5pp | 373.84%-366.9pp |
| Employer contribution / active EE | $7,500 | $5,546+35.2% | $4,171+79.8% | $4,755+57.7% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $535 | $6,947-92.3% | $5,647-90.5% | $11,407-95.3% |