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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 | $229,197 | $101,795+125.2% | $165,100+38.8% | $80,959+183.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.09% | 16.73%-3.6pp | 70.21%-57.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $4,692 | $2,954+58.8% | $4,348+7.9% | $2,757+70.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,096 | $8,221-74.5% | $12,696-83.5% | $6,925-69.7% |