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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 | $80,241 | $162,136-50.5% | $152,301-47.3% | $154,746-48.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.98% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $15,350 | $4,890+213.9% | $4,624+231.9% | $4,379+250.5% |
| Participant deferral / active EE | $390 | $8,341-95.3% | $8,004-95.1% | $6,730-94.2% |
| Admin fee / account holder | $83,325 | $15,759+428.7% | $14,398+478.7% | $14,365+480.0% |