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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 | $102,676 | $80,992+26.8% | $96,534+6.4% | $75,173+36.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 59.53% | 27.05%+32.5pp | 25.88%+33.7pp | 160.72%-101.2pp |
| Employer contribution / active EE | $12,318 | $2,283+439.6% | $2,965+315.4% | $2,671+361.2% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,596 | $6,717-1.8% | $8,253-20.1% | $5,651+16.7% |