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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,105 | $103,038-6.7% | $90,324+6.4% | $152,909-37.1% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 10.95% | 95.25%-84.3pp | 78.15%-67.2pp | 345.46%-334.5pp |
| Employer contribution / active EE | $10,714 | $3,141+241.2% | $2,856+275.2% | $4,764+124.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $672 | $6,177-89.1% | $5,356-87.4% | $11,601-94.2% |