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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 | $92,650 | $73,978+25.2% | $96,515-4.0% | $75,173+23.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 198.57% | 26.72%+171.8pp | 35.73%+162.8pp | 160.72%+37.9pp |
| Employer contribution / active EE | $7,127 | $2,931+143.2% | $3,740+90.6% | $2,671+166.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,586 | $5,219-50.5% | $6,735-61.6% | $5,651-54.2% |