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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 | $90,582 | $123,412-26.6% | $69,460+30.4% | $145,978-37.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 13.52% | 191.25%-177.7pp | 100.80%-87.3pp | 550.52%-537.0pp |
| Employer contribution / active EE | $3,531 | $2,684+31.6% | $1,714+106.0% | $4,662-24.3% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,802 | $7,816-38.6% | $4,695+2.3% | $13,400-64.2% |