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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 | $137,462 | $124,346+10.5% | $111,306+23.5% | $167,553-18.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.43% | 37.46%-26.0pp | 54.67%-43.2pp | 478.89%-467.5pp |
| Employer contribution / active EE | $9,012 | $3,438+162.1% | $2,732+229.9% | $4,840+86.2% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $787 | $10,623-92.6% | $7,966-90.1% | $12,316-93.6% |