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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 | $180,591 | $175,259+3.0% | $149,723+20.6% | $139,487+29.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.94% | 166.82%-159.9pp | 134.50%-127.6pp | 373.84%-366.9pp |
| Employer contribution / active EE | $9,778 | $5,478+78.5% | $4,821+102.8% | $4,755+105.7% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $835 | $16,158-94.8% | $13,215-93.7% | $11,407-92.7% |