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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 | $244,603 | $81,276+201.0% | $155,574+57.2% | $80,925+202.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.64% | 33.36%-20.7pp | 64.87%-52.2pp | 35.65%-23.0pp |
| Employer contribution / active EE | $12,375 | $3,103+298.8% | $4,676+164.7% | $2,756+349.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,514 | $7,993-6.0% | $15,914-52.8% | $6,940+8.3% |