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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 | $204,169 | $124,330+64.2% | $109,173+87.0% | $167,536+21.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.67% | 26.04%-16.4pp | 25.75%-16.1pp | 478.82%-469.1pp |
| Employer contribution / active EE | $18,130 | $4,209+330.7% | $3,723+387.0% | $4,839+274.7% |
| Participant deferral / active EE | $462 | $5,256-91.2% | $4,654-90.1% | $6,342-92.7% |
| Admin fee / account holder | $8,676 | $7,974+8.8% | $6,755+28.4% | $12,315-29.5% |