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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 | $100,294 | $90,745+10.5% | $130,231-23.0% | $75,181+33.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 48.52% | 34.45%+14.1pp | 38.77%+9.7pp | 160.69%-112.2pp |
| Employer contribution / active EE | $9,572 | $3,314+188.8% | $4,126+132.0% | $2,671+258.4% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,629 | $6,331-74.3% | $6,020-72.9% | $5,650-71.2% |