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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 | $116,783 | $97,020+20.4% | $83,322+40.2% | $135,379-13.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.97% | 12.31%-3.3pp | 10.64%-1.7pp | 519.79%-510.8pp |
| Employer contribution / active EE | $6,208 | $4,144+49.8% | $3,379+83.7% | $4,779+29.9% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $562 | $8,426-93.3% | $7,540-92.5% | $10,828-94.8% |