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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 | $85,703 | $99,994-14.3% | $146,647-41.6% | $85,851-0.2% |
| Participation rate | 81.0% | 73.1%+7.9pp | 80.1%+0.9pp | 69.3%+11.6pp |
| Annual return | 42.51% | 18.93%+23.6pp | 22.75%+19.8pp | 318.63%-276.1pp |
| Employer contribution / active EE | $6,334 | $2,559+147.5% | $4,137+53.1% | $2,565+146.9% |
| Participant deferral / active EE | $149 | $4,006-96.3% | $5,506-97.3% | $3,952-96.2% |
| Admin fee / account holder | $8,858 | $7,703+15.0% | $10,281-13.8% | $6,261+41.5% |