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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 | $123,147 | $96,965+27.0% | $97,995+25.7% | $147,586-16.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 22.62% | 24.11%-1.5pp | 23.94%-1.3pp | 578.59%-556.0pp |
| Employer contribution / active EE | $6,146 | $4,536+35.5% | $4,158+47.8% | $4,876+26.0% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,408 | $8,120+102.1% | $5,943+176.1% | $10,886+50.7% |