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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 | $124,494 | $94,031+32.4% | $115,768+7.5% | $82,448+51.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 17.88% | 20.61%-2.7pp | 100.46%-82.6pp | 41.64%-23.8pp |
| Employer contribution / active EE | $3,926 | $2,323+69.0% | $2,940+33.5% | $2,551+53.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,079 | $10,249-70.0% | $12,439-75.2% | $7,234-57.4% |