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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 | $95,318 | $68,681+38.8% | $86,625+10.0% | $85,851+11.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 15.32% | 20.12%-4.8pp | 63.52%-48.2pp | 318.63%-303.3pp |
| Employer contribution / active EE | $5,736 | $1,880+205.1% | $2,496+129.8% | $2,565+123.6% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,704 | $5,974+45.7% | $5,830+49.3% | $6,261+39.0% |