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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 | $135,324 | $40,263+236.1% | $57,347+136.0% | $59,632+126.9% |
| Participation rate | 97.8% | 69.2%+28.6pp | 75.1%+22.7pp | 68.7%+29.1pp |
| Annual return | 1.75% | 27.50%-25.7pp | 24.40%-22.6pp | 2041.32%-2039.6pp |
| Employer contribution / active EE | $6,963 | $1,922+262.3% | $2,689+159.0% | $2,203+216.1% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,082 | $2,819+9.3% | $3,356-8.2% | $4,297-28.3% |