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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 | $91,345 | $49,025+86.3% | $87,502+4.4% | $62,881+45.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 4.56% | 10.02%-5.5pp | 12.21%-7.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $6,202 | $1,372+352.1% | $2,550+143.2% | $2,281+171.9% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,311 | $4,065-18.6% | $4,221-21.5% | $4,296-22.9% |