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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 | $175,004 | $115,917+51.0% | $100,535+74.1% | $158,982+10.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.94% | 34.80%-14.9pp | 30.90%-11.0pp | 302.99%-283.1pp |
| Employer contribution / active EE | $6,467 | $4,105+57.5% | $3,419+89.2% | $4,763+35.8% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $668 | $11,002-93.9% | $8,085-91.7% | $11,252-94.1% |