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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 | $122,567 | $58,057+111.1% | $97,032+26.3% | $86,983+40.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 15.50% | 22.26%-6.8pp | 35.38%-19.9pp | 25.83%-10.3pp |
| Employer contribution / active EE | $2,778 | $1,663+67.0% | $2,629+5.7% | $2,584+7.5% |
| Participant deferral / active EE | $0 | $3,244-100.0% | $4,672-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,101 | $4,839-77.2% | $9,418-88.3% | $7,856-86.0% |