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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 | $133,905 | $108,882+23.0% | $96,754+38.4% | $154,746-13.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 10.38% | 98.39%-88.0pp | 82.04%-71.7pp | 172.34%-162.0pp |
| Employer contribution / active EE | $25,613 | $3,018+748.6% | $2,679+856.0% | $4,379+484.9% |
| Participant deferral / active EE | $306 | $5,323-94.3% | $4,758-93.6% | $6,730-95.5% |
| Admin fee / account holder | $53,967 | $10,200+429.1% | $8,905+506.0% | $14,365+275.7% |