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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 | $182,279 | $184,000-0.9% | $162,185+12.4% | $152,909+19.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.40% | 150.80%-138.4pp | 115.61%-103.2pp | 345.46%-333.1pp |
| Employer contribution / active EE | $11,452 | $6,370+79.8% | $5,613+104.0% | $4,764+140.4% |
| Participant deferral / active EE | $839 | $8,033-89.5% | $7,297-88.5% | $5,851-85.7% |
| Admin fee / account holder | $54,807 | $13,124+317.6% | $10,844+405.4% | $11,601+372.4% |