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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 | $204,069 | $82,678+146.8% | $125,391+62.7% | $68,490+198.0% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | 34.29% | -5.97%+40.3pp | 572.41%-538.1pp | -7.85%+42.1pp |
| Employer contribution / active EE | $25,532 | $3,382+654.9% | $4,816+430.2% | $2,597+883.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,963 | $6,277+42.8% | $10,009-10.5% | $5,403+65.9% |