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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 | $107,391 | $57,352+87.2% | $83,831+28.1% | $64,173+67.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 9.91% | 11.38%-1.5pp | 850.99%-841.1pp | 7.63%+2.3pp |
| Employer contribution / active EE | $15,422 | $2,546+505.8% | $3,631+324.7% | $2,381+547.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,861 | $4,046+69.6% | $5,479+25.2% | $4,887+40.4% |