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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 | $173,312 | $71,534+142.3% | $98,462+76.0% | $71,529+142.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 16.56% | 32.44%-15.9pp | 21.17%-4.6pp | 28.97%-12.4pp |
| Employer contribution / active EE | $9,162 | $2,399+281.9% | $3,049+200.5% | $2,590+253.8% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2,868 | $1,677+71.0% | $8,875-67.7% | $1,588+80.5% |