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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 | $226,108 | $101,798+122.1% | $165,071+37.0% | $80,935+179.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 122.03% | 16.73%+105.3pp | 70.17%+51.9pp | 35.66%+86.4pp |
| Employer contribution / active EE | $7,347 | $2,954+148.7% | $4,347+69.0% | $2,757+166.5% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,154 | $8,221-61.6% | $12,695-75.2% | $6,924-54.4% |