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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 | $108,922-3.6% | $100,398+4.6% | $145,978-28.0% |
| Participation rate | 90.5% | 83.0%+7.5pp | 81.5%+9.0pp | 80.3%+10.2pp |
| Annual return | 26.78% | 58.04%-31.3pp | 49.32%-22.5pp | 550.52%-523.7pp |
| Employer contribution / active EE | $9,047 | $4,426+104.4% | $3,946+129.3% | $4,662+94.1% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,799 | $9,680-71.1% | $7,893-64.5% | $13,400-79.1% |