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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 | $26,336 | $108,942-75.8% | $100,415-73.8% | $145,897-81.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.10% | 58.27%-43.2pp | 49.47%-34.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $13,452 | $4,422+204.2% | $3,943+241.2% | $4,663+188.5% |
| Participant deferral / active EE | $166 | $8,461-98.0% | $8,091-97.9% | $6,689-97.5% |
| Admin fee / account holder | $2,149 | $9,702-77.8% | $7,906-72.8% | $13,390-84.0% |