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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 | $192,553 | $86,922+121.5% | $102,438+88.0% | $80,874+138.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 46.05% | 18.90%+27.2pp | 29.37%+16.7pp | 35.62%+10.4pp |
| Employer contribution / active EE | $19,933 | $2,369+741.2% | $3,024+559.2% | $2,756+623.3% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,290 | $8,050-46.7% | $9,448-54.6% | $6,935-38.1% |