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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 | $86,949+61.0% | $102,460+36.6% | $80,959+72.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 91.32% | 18.89%+72.4pp | 29.47%+61.8pp | 35.67%+55.6pp |
| Employer contribution / active EE | $5,400 | $2,370+127.9% | $3,025+78.5% | $2,757+95.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,065 | $8,048-37.1% | $9,460-46.5% | $6,925-26.9% |