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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 | $99,665 | $88,778+12.3% | $81,844+21.8% | $145,884-31.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 7.53% | 1033.03%-1025.5pp | 778.87%-771.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $8,188 | $3,087+165.2% | $2,916+180.8% | $4,662+75.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,352 | $8,430-84.0% | $7,355-81.6% | $13,392-89.9% |