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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 | $108,897-3.5% | $100,378+4.7% | $145,877-28.0% |
| Participation rate | 90.5% | 83.0%+7.5pp | 81.5%+9.0pp | 80.3%+10.2pp |
| Annual return | 26.78% | 58.17%-31.4pp | 49.41%-22.6pp | 551.28%-524.5pp |
| Employer contribution / active EE | $9,047 | $4,420+104.7% | $3,942+129.5% | $4,663+94.0% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,799 | $9,690-71.1% | $7,899-64.6% | $13,402-79.1% |