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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 | $79,925 | $89,367-10.6% | $141,191-43.4% | $72,975+9.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.74% | 111.87%-83.1pp | 71.41%-42.7pp | 81.01%-52.3pp |
| Employer contribution / active EE | $12,923 | $3,115+314.9% | $4,736+172.9% | $2,440+429.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,752 | $5,957-3.4% | $10,264-44.0% | $5,124+12.3% |