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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 | $68,565 | $125,184-45.2% | $105,607-35.1% | $145,884-53.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.94% | 225.00%-213.1pp | 116.11%-104.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $10,861 | $3,720+192.0% | $3,167+243.0% | $4,662+133.0% |
| Participant deferral / active EE | $895 | $5,714-84.3% | $5,011-82.1% | $6,690-86.6% |
| Admin fee / account holder | $792 | $17,133-95.4% | $10,958-92.8% | $13,392-94.1% |