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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 | $200,725 | $81,476+146.4% | $102,383+96.1% | $80,925+148.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 112.59% | 25.59%+87.0pp | 24.94%+87.7pp | 35.65%+76.9pp |
| Employer contribution / active EE | $7,437 | $3,105+139.5% | $3,870+92.2% | $2,756+169.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,719 | $6,717-14.9% | $8,391-31.9% | $6,940-17.6% |