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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 | $233,083 | $35,183+562.5% | $73,550+216.9% | $70,126+232.4% |
| Participation rate | 97.5% | 42.9%+54.6pp | 54.9%+42.6pp | 69.5%+28.0pp |
| Annual return | 34.94% | 26.90%+8.0pp | -15.16%+50.1pp | 73.15%-38.2pp |
| Employer contribution / active EE | $8,803 | $709+1142.2% | $1,219+622.1% | $2,343+275.8% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,680 | $2,302+103.3% | $2,320+101.7% | $4,645+0.7% |