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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 | $104,911 | $77,449+35.5% | $69,483+51.0% | $152,909-31.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 23.22% | 39.09%-15.9pp | 28.99%-5.8pp | 345.46%-322.2pp |
| Employer contribution / active EE | $11,745 | $3,316+254.2% | $2,780+322.5% | $4,764+146.5% |
| Participant deferral / active EE | $404 | $4,415-90.8% | $3,537-88.6% | $5,851-93.1% |
| Admin fee / account holder | $735 | $6,210-88.2% | $3,841-80.9% | $11,601-93.7% |