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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 | $73,811 | $65,367+12.9% | $92,915-20.6% | $72,976+1.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 179.20% | 42.11%+137.1pp | 109.45%+69.7pp | 81.02%+98.2pp |
| Employer contribution / active EE | $14,587 | $2,594+462.4% | $3,653+299.3% | $2,440+497.8% |
| Participant deferral / active EE | $448 | $3,128-85.7% | $4,238-89.4% | $3,608-87.6% |
| Admin fee / account holder | $509 | $4,251-88.0% | $5,796-91.2% | $5,124-90.1% |