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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 | $102,289 | $184,000-44.4% | $162,185-36.9% | $152,909-33.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.17% | 150.80%-139.6pp | 115.61%-104.4pp | 345.46%-334.3pp |
| Employer contribution / active EE | $4,768 | $6,370-25.2% | $5,613-15.1% | $4,764+0.1% |
| Participant deferral / active EE | $975 | $8,033-87.9% | $7,297-86.6% | $5,851-83.3% |
| Admin fee / account holder | $1,253 | $13,124-90.5% | $10,844-88.4% | $11,601-89.2% |