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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 | $210,768 | $166,131+26.9% | $164,975+27.8% | $145,877+44.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.08% | 100.37%-91.3pp | 70.12%-61.0pp | 551.28%-542.2pp |
| Employer contribution / active EE | $6,880 | $5,276+30.4% | $4,343+58.4% | $4,663+47.5% |
| Participant deferral / active EE | $739 | $6,962-89.4% | $6,033-87.8% | $6,691-89.0% |
| Admin fee / account holder | $7,350 | $16,648-55.8% | $12,688-42.1% | $13,402-45.2% |