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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 | $233,675 | $162,821+43.5% | $133,978+74.4% | $158,982+47.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.56% | 41.95%-29.4pp | 45.10%-32.5pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,328 | $4,976-73.3% | $3,919-66.1% | $4,763-72.1% |
| Participant deferral / active EE | $480 | $5,910-91.9% | $5,047-90.5% | $5,983-92.0% |
| Admin fee / account holder | $25,278 | $11,742+115.3% | $8,930+183.1% | $11,252+124.7% |