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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 | $100,139+18.8% | $85,187+39.6% | $145,884-18.5% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 15.25% | 84.15%-68.9pp | 66.67%-51.4pp | 551.85%-536.6pp |
| Employer contribution / active EE | $13,250 | $3,238+309.2% | $2,732+384.9% | $4,662+184.2% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,520 | $7,262-79.1% | $6,162-75.3% | $13,392-88.6% |