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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 | $129,239 | $162,821-20.6% | $133,978-3.5% | $158,982-18.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.76% | 41.95%-35.2pp | 45.10%-38.3pp | 302.99%-296.2pp |
| Employer contribution / active EE | $2,900 | $4,976-41.7% | $3,919-26.0% | $4,763-39.1% |
| Participant deferral / active EE | $806 | $5,910-86.4% | $5,047-84.0% | $5,983-86.5% |
| Admin fee / account holder | $6,716 | $11,742-42.8% | $8,930-24.8% | $11,252-40.3% |