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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 | $81,696+47.0% | $70,494+70.4% | $158,982-24.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.48% | 208.70%-193.2pp | 109.16%-93.7pp | 302.99%-287.5pp |
| Employer contribution / active EE | $10,067 | $3,220+212.6% | $2,738+267.6% | $4,763+111.4% |
| Participant deferral / active EE | $326 | $4,558-92.8% | $3,711-91.2% | $5,983-94.5% |
| Admin fee / account holder | $3,392 | $6,200-45.3% | $3,848-11.9% | $11,252-69.9% |