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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 | $94,733 | $49,239+92.4% | $70,462+34.4% | $79,858+18.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 83.34% | 30.08%+53.3pp | 109.08%-25.7pp | 31.72%+51.6pp |
| Employer contribution / active EE | $3,779 | $2,100+79.9% | $2,737+38.0% | $2,471+52.9% |
| Participant deferral / active EE | $658 | $2,769-76.2% | $3,710-82.3% | $3,740-82.4% |
| Admin fee / account holder | $2,567 | $2,876-10.7% | $3,845-33.2% | $5,306-51.6% |