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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 | $159,158 | $103,164+54.3% | $90,259+76.3% | $154,746+2.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 23.81% | 19.25%+4.6pp | 18.88%+4.9pp | 172.34%-148.5pp |
| Employer contribution / active EE | $3,981 | $2,532+57.3% | $2,291+73.8% | $4,379-9.1% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $397 | $8,593-95.4% | $7,267-94.5% | $14,365-97.2% |