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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 | $120,459 | $95,979+25.5% | $74,551+61.6% | $135,380-11.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.04% | 56.97%-50.9pp | 32.53%-26.5pp | 519.81%-513.8pp |
| Employer contribution / active EE | $3,118 | $2,716+14.8% | $1,961+59.0% | $4,779-34.7% |
| Participant deferral / active EE | $469 | $3,844-87.8% | $3,108-84.9% | $5,609-91.6% |
| Admin fee / account holder | $1,175 | $6,522-82.0% | $5,059-76.8% | $10,828-89.1% |