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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 | $85,060 | $275,752-69.2% | $256,809-66.9% | $198,609-57.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 10.91% | 34.81%-23.9pp | 32.73%-21.8pp | 202.70%-191.8pp |
| Employer contribution / active EE | $11,149 | $7,721+44.4% | $7,263+53.5% | $5,055+120.5% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $528 | $25,716-97.9% | $25,146-97.9% | $19,030-97.2% |