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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 | $152,948 | $201,264-24.0% | $184,185-17.0% | $145,978+4.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.90% | 29.00%-13.1pp | 28.81%-12.9pp | 550.52%-534.6pp |
| Employer contribution / active EE | $17,500 | $7,021+149.3% | $6,426+172.3% | $4,662+275.4% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,802 | $16,376-89.0% | $13,909-87.0% | $13,400-86.6% |