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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 | $114,497 | $87,059+31.5% | $105,608+8.4% | $80,925+41.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 11.05% | 17.05%-6.0pp | 116.50%-105.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $7,941 | $2,396+231.3% | $3,167+150.7% | $2,756+188.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,451 | $8,443-35.4% | $11,028-50.6% | $6,940-21.5% |