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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 | $131,921 | $106,918+23.4% | $84,021+57.0% | $152,897-13.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 9.58% | 105.01%-95.4pp | 71.32%-61.7pp | 345.43%-335.9pp |
| Employer contribution / active EE | $15,042 | $2,735+450.0% | $1,984+658.2% | $4,764+215.8% |
| Participant deferral / active EE | $861 | $4,012-78.5% | $3,239-73.4% | $5,851-85.3% |
| Admin fee / account holder | $17,587 | $8,288+112.2% | $6,102+188.2% | $11,599+51.6% |