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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 | $114,694 | $111,535+2.8% | $105,223+9.0% | $137,256-16.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 10.57% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $9,375 | $3,939+138.0% | $3,689+154.2% | $4,156+125.6% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,240 | $9,721-87.2% | $8,859-86.0% | $12,270-89.9% |