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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 | $114,689 | $67,602+69.7% | $82,312+39.3% | $70,126+63.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.53% | 21.57%+2.0pp | 25.88%-2.3pp | 73.15%-49.6pp |
| Employer contribution / active EE | $8,905 | $1,755+407.4% | $2,428+266.7% | $2,343+280.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,407 | $4,512+42.0% | $5,608+14.3% | $4,645+37.9% |