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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 | $86,780 | $63,346+37.0% | $92,240-5.9% | $70,126+23.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.77% | 530.19%-516.4pp | 176.29%-162.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $16,529 | $2,471+568.8% | $3,680+349.2% | $2,343+605.6% |
| Participant deferral / active EE | $174 | $2,854-93.9% | $3,897-95.5% | $3,332-94.8% |
| Admin fee / account holder | $1,294 | $3,841-66.3% | $5,194-75.1% | $4,645-72.1% |