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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 | $110,881 | $100,901+9.9% | $75,501+46.9% | $147,586-24.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 14.56% | 35.78%-21.2pp | 27.35%-12.8pp | 578.59%-564.0pp |
| Employer contribution / active EE | $4,051 | $3,253+24.5% | $2,352+72.2% | $4,876-16.9% |
| Participant deferral / active EE | $121 | $4,027-97.0% | $3,142-96.2% | $5,439-97.8% |
| Admin fee / account holder | $790 | $11,285-93.0% | $5,801-86.4% | $10,886-92.7% |