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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 | $112,102 | $103,393+8.4% | $87,103+28.7% | $152,909-26.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.66% | 28.10%-6.4pp | 28.19%-6.5pp | 345.46%-323.8pp |
| Employer contribution / active EE | $10,253 | $3,221+218.3% | $2,521+306.6% | $4,764+115.2% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $649 | $12,195-94.7% | $7,491-91.3% | $11,601-94.4% |