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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 | $238,445 | $185,883+28.3% | $170,043+40.2% | $139,466+71.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.61% | 60.54%-50.9pp | 53.40%-43.8pp | 373.66%-364.1pp |
| Employer contribution / active EE | $6,560 | $7,596-13.6% | $6,790-3.4% | $4,754+38.0% |
| Participant deferral / active EE | $2,196 | $11,626-81.1% | $10,410-78.9% | $6,712-67.3% |
| Admin fee / account holder | $14,768 | $15,393-4.1% | $12,824+15.2% | $11,409+29.4% |