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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 | $168,229 | $86,922+93.5% | $102,438+64.2% | $80,874+108.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 20.48% | 18.90%+1.6pp | 29.37%-8.9pp | 35.62%-15.1pp |
| Employer contribution / active EE | $6,990 | $2,369+195.0% | $3,024+131.2% | $2,756+153.7% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,103 | $8,050+0.7% | $9,448-14.2% | $6,935+16.8% |