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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 | $92,504 | $94,031-1.6% | $115,768-20.1% | $82,448+12.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 37.15% | 20.61%+16.5pp | 100.46%-63.3pp | 41.64%-4.5pp |
| Employer contribution / active EE | $5,129 | $2,323+120.7% | $2,940+74.5% | $2,551+101.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,244 | $10,249-87.9% | $12,439-90.0% | $7,234-82.8% |