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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 | $73,968 | $223,823-67.0% | $211,142-65.0% | $154,746-52.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.99% | 50.39%-36.4pp | 46.84%-32.8pp | 172.34%-158.3pp |
| Employer contribution / active EE | $12,675 | $6,787+86.8% | $6,442+96.8% | $4,379+189.5% |
| Participant deferral / active EE | $2,137 | $9,750-78.1% | $9,284-77.0% | $6,730-68.2% |
| Admin fee / account holder | $570,569 | $19,707+2795.2% | $19,076+2891.1% | $14,365+3871.9% |