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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 | $225,411 | $201,370+11.9% | $184,256+22.3% | $145,897+54.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.38% | 29.05%-19.7pp | 28.85%-19.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $11,634 | $7,024+65.6% | $6,427+81.0% | $4,663+149.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,445 | $16,364-85.1% | $13,899-82.4% | $13,390-81.7% |