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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 | $91,354 | $86,298+5.9% | $111,308-17.9% | $85,847+6.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 23.32% | 19.99%+3.3pp | 54.67%-31.3pp | 318.61%-295.3pp |
| Employer contribution / active EE | $565 | $2,044-72.3% | $2,732-79.3% | $2,565-78.0% |
| Participant deferral / active EE | $394 | $3,641-89.2% | $4,487-91.2% | $3,952-90.0% |
| Admin fee / account holder | $11,106 | $8,189+35.6% | $7,965+39.4% | $6,261+77.4% |