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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 | $124,936 | $101,795+22.7% | $165,100-24.3% | $80,959+54.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.15% | 16.73%-3.6pp | 70.21%-57.1pp | 35.67%-22.5pp |
| Employer contribution / active EE | $9,389 | $2,954+217.9% | $4,348+115.9% | $2,757+240.5% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,448 | $8,221+27.1% | $12,696-17.7% | $6,925+50.9% |