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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 | $128,456 | $96,524+33.1% | $75,900+69.2% | $152,909-16.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 14.61% | 33.93%-19.3pp | 30.73%-16.1pp | 345.46%-330.9pp |
| Employer contribution / active EE | $9,528 | $3,311+187.8% | $2,501+281.0% | $4,764+100.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,631 | $8,082-42.7% | $5,421-14.6% | $11,601-60.1% |