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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 | $83,151 | $77,449+7.4% | $69,483+19.7% | $152,909-45.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 12.35% | 39.09%-26.7pp | 28.99%-16.6pp | 345.46%-333.1pp |
| Employer contribution / active EE | $6,234 | $3,316+88.0% | $2,780+124.3% | $4,764+30.9% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,566 | $6,210-10.4% | $3,841+44.9% | $11,601-52.0% |