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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 | $118,916 | $99,995+18.9% | $85,063+39.8% | $145,978-18.5% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 15.25% | 83.99%-68.7pp | 66.54%-51.3pp | 550.52%-535.3pp |
| Employer contribution / active EE | $13,250 | $3,231+310.1% | $2,727+385.9% | $4,662+184.2% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,520 | $7,255-79.0% | $6,155-75.3% | $13,400-88.7% |