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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 | $106,256 | $98,240+8.2% | $82,312+29.1% | $147,586-28.0% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 18.78% | 30.85%-12.1pp | 25.88%-7.1pp | 578.59%-559.8pp |
| Employer contribution / active EE | $7,638 | $3,192+139.3% | $2,428+214.6% | $4,876+56.6% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,347 | $8,563+55.9% | $5,608+138.0% | $10,886+22.6% |