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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 | $99,242 | $99,652-0.4% | $78,778+26.0% | $147,586-32.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 7.75% | 47.28%-39.5pp | 35.62%-27.9pp | 578.59%-570.8pp |
| Employer contribution / active EE | $2,878 | $2,796+3.0% | $1,986+45.0% | $4,876-41.0% |
| Participant deferral / active EE | $480 | $3,664-86.9% | $2,958-83.8% | $5,439-91.2% |
| Admin fee / account holder | $5,859 | $7,155-18.1% | $5,134+14.1% | $10,886-46.2% |