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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 | $114,119+0.5% | $107,187+7.0% | $138,895-17.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 10.57% | 273.21%-262.6pp | 204.55%-194.0pp | 145.39%-134.8pp |
| Employer contribution / active EE | $9,375 | $4,059+131.0% | $3,782+147.9% | $4,194+123.5% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,240 | $10,024-87.6% | $9,162-86.5% | $12,562-90.1% |