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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 | $93,121 | $88,370+5.4% | $112,977-17.6% | $79,856+16.6% |
| Participation rate | 93.3% | 76.8%+16.5pp | 82.6%+10.8pp | 69.6%+23.7pp |
| Annual return | 840.55% | 23.16%+817.4pp | 24.24%+816.3pp | 31.71%+808.8pp |
| Employer contribution / active EE | $6,501 | $3,398+91.3% | $4,255+52.8% | $2,471+163.1% |
| Participant deferral / active EE | $768 | $4,536-83.1% | $5,836-86.8% | $3,741-79.5% |
| Admin fee / account holder | $9,133 | $5,750+58.8% | $6,294+45.1% | $5,306+72.1% |