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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 | $225,009 | $93,617+140.4% | $135,982+65.5% | $75,177+199.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.48% | 30.89%-7.4pp | 68.32%-44.8pp | 160.75%-137.3pp |
| Employer contribution / active EE | $9,108 | $3,538+157.4% | $4,859+87.5% | $2,671+241.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,556 | $6,980-20.4% | $10,767-48.4% | $5,651-1.7% |