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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 | $152,050 | $80,983+87.8% | $96,544+57.5% | $75,177+102.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 90.78% | 27.05%+63.7pp | 25.88%+64.9pp | 160.75%-70.0pp |
| Employer contribution / active EE | $4,062 | $2,282+78.0% | $2,966+36.9% | $2,671+52.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,734 | $6,717-59.3% | $8,254-66.9% | $5,651-51.6% |