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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 | $115,871 | $96,491+20.1% | $75,894+52.7% | $152,885-24.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 26.45% | 33.98%-7.5pp | 30.76%-4.3pp | 345.39%-318.9pp |
| Employer contribution / active EE | $8,885 | $3,310+168.5% | $2,501+255.3% | $4,763+86.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $798 | $8,079-90.1% | $5,420-85.3% | $11,598-93.1% |