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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 | $108,830 | $183,592-40.7% | $155,567-30.0% | $145,959-25.4% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 7.83% | 61.24%-53.4pp | 64.74%-56.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $9,630 | $5,315+81.2% | $4,674+106.0% | $4,661+106.6% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $22,237 | $19,318+15.1% | $15,916+39.7% | $13,398+66.0% |