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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 | $108,912-3.5% | $100,383+4.6% | $145,959-28.0% |
| Participation rate | 90.5% | 83.0%+7.5pp | 81.5%+9.0pp | 80.3%+10.2pp |
| Annual return | 26.78% | 57.96%-31.2pp | 49.26%-22.5pp | 561.95%-535.2pp |
| Employer contribution / active EE | $9,047 | $4,423+104.6% | $3,944+129.4% | $4,661+94.1% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,799 | $9,690-71.1% | $7,900-64.6% | $13,398-79.1% |