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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 | $154,548 | $124,351+24.3% | $109,188+41.5% | $167,553-7.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.68% | 26.04%-1.4pp | 25.76%-1.1pp | 478.89%-454.2pp |
| Employer contribution / active EE | $6,250 | $4,210+48.5% | $3,723+67.9% | $4,840+29.1% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $796 | $7,975-90.0% | $6,755-88.2% | $12,316-93.5% |