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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 | $165,840 | $78,607+111.0% | $105,624+57.0% | $74,478+122.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 19.92% | 15.96%+4.0pp | 116.20%-96.3pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $9,259 | $2,523+267.0% | $3,168+192.3% | $2,626+252.6% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,558 | $2,220-29.8% | $10,961-85.8% | $1,946-19.9% |