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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 | $148,125 | $103,392+43.3% | $87,104+70.1% | $152,897-3.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.73% | 28.10%-6.4pp | 28.19%-6.5pp | 345.43%-323.7pp |
| Employer contribution / active EE | $11,975 | $3,221+271.8% | $2,521+374.9% | $4,764+151.4% |
| Participant deferral / active EE | $1,225 | $4,778-74.4% | $4,048-69.7% | $5,851-79.1% |
| Admin fee / account holder | $1,088 | $12,194-91.1% | $7,491-85.5% | $11,599-90.6% |