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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 | $100,638 | $76,371+31.8% | $93,621+7.5% | $72,976+37.9% |
| Participation rate | 96.8% | 71.8%+25.0pp | 75.8%+20.9pp | 69.5%+27.3pp |
| Annual return | 52.86% | 25.82%+27.0pp | 32.76%+20.1pp | 81.02%-28.2pp |
| Employer contribution / active EE | $13,459 | $2,276+491.4% | $2,719+395.1% | $2,440+451.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,825 | $6,839-58.7% | $7,890-64.2% | $5,124-44.9% |