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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 | $77,419+35.5% | $69,461+51.0% | $152,870-31.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.22% | 39.07%-15.9pp | 28.97%-5.8pp | 345.34%-322.1pp |
| Employer contribution / active EE | $11,745 | $3,315+254.3% | $2,779+322.6% | $4,763+146.6% |
| Participant deferral / active EE | $404 | $4,414-90.8% | $3,536-88.6% | $5,850-93.1% |
| Admin fee / account holder | $735 | $6,207-88.2% | $3,840-80.9% | $11,597-93.7% |