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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 | $120,106 | $81,632+47.1% | $70,455+70.5% | $158,931-24.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.48% | 208.48%-193.0pp | 109.06%-93.6pp | 302.86%-287.4pp |
| Employer contribution / active EE | $10,067 | $3,217+212.9% | $2,737+267.8% | $4,761+111.4% |
| Participant deferral / active EE | $326 | $4,554-92.8% | $3,709-91.2% | $5,982-94.5% |
| Admin fee / account holder | $3,392 | $6,193-45.2% | $3,845-11.8% | $11,247-69.8% |