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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 | $94,478 | $82,028+15.2% | $123,105-23.3% | $59,633+58.4% |
| Participation rate | 96.6% | 83.2%+13.4pp | 86.8%+9.8pp | 68.7%+27.9pp |
| Annual return | 1.12% | 5.12%-4.0pp | 13.22%-12.1pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $14,814 | $3,297+349.4% | $5,151+187.6% | $2,203+572.6% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,373 | $5,879-42.6% | $9,014-62.6% | $4,297-21.5% |