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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 | $105,047 | $108,911-3.5% | $100,392+4.6% | $145,884-28.0% |
| Participation rate | 90.5% | 83.0%+7.5pp | 81.5%+9.0pp | 80.3%+10.2pp |
| Annual return | 26.78% | 58.23%-31.4pp | 49.45%-22.7pp | 551.85%-525.1pp |
| Employer contribution / active EE | $9,047 | $4,420+104.7% | $3,941+129.5% | $4,662+94.0% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,799 | $9,698-71.1% | $7,904-64.6% | $13,392-79.1% |