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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 | $92,180 | $98,776-6.7% | $149,745-38.4% | $79,856+15.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 30.13% | 27.38%+2.7pp | 276.72%-246.6pp | 31.71%-1.6pp |
| Employer contribution / active EE | $11,629 | $3,217+261.5% | $4,646+150.3% | $2,471+370.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,730 | $6,053-71.4% | $9,312-81.4% | $5,306-67.4% |