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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 | $139,970 | $86,922+61.0% | $102,438+36.6% | $80,874+73.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 91.32% | 18.90%+72.4pp | 29.37%+61.9pp | 35.62%+55.7pp |
| Employer contribution / active EE | $5,400 | $2,369+127.9% | $3,024+78.6% | $2,756+96.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,065 | $8,050-37.1% | $9,448-46.4% | $6,935-27.0% |