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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 | $149,501 | $83,485+79.1% | $125,195+19.4% | $72,976+104.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.97% | 25.77%-2.8pp | 43.79%-20.8pp | 81.02%-58.0pp |
| Employer contribution / active EE | $4,873 | $2,346+107.8% | $3,866+26.1% | $2,440+99.7% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,094 | $5,518-80.2% | $9,704-88.7% | $5,124-78.7% |