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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 | $160,250 | $108,825+47.3% | $156,181+2.6% | $82,448+94.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 16.56% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $6,496 | $2,870+126.4% | $4,294+51.3% | $2,551+154.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,860 | $9,341-15.9% | $14,586-46.1% | $7,234+8.6% |