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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 | $158,901 | $75,962+109.2% | $154,108+3.1% | $64,173+147.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.70% | 30.32%-22.6pp | 735.21%-727.5pp | 7.63%+0.1pp |
| Employer contribution / active EE | $10,410 | $3,350+210.8% | $5,298+96.5% | $2,381+337.3% |
| Participant deferral / active EE | $534 | $3,175-83.2% | $5,081-89.5% | $3,470-84.6% |
| Admin fee / account holder | $2,403 | $5,589-57.0% | $13,411-82.1% | $4,887-50.8% |