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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 | $160,879 | $78,707+104.4% | $117,861+36.5% | $70,126+129.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.67% | 23.30%-8.6pp | 335.11%-320.4pp | 73.15%-58.5pp |
| Employer contribution / active EE | $7,372 | $2,223+231.5% | $3,786+94.7% | $2,343+214.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,493 | $5,066+8.4% | $8,021-31.5% | $4,645+18.2% |