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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 | $80,326 | $122,962-34.7% | $71,585+12.2% | $138,895-42.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 9.57% | 37.84%-28.3pp | 59.26%-49.7pp | 145.39%-135.8pp |
| Employer contribution / active EE | $2,849 | $2,620+8.7% | $1,669+70.7% | $4,194-32.1% |
| Participant deferral / active EE | $105 | $4,311-97.6% | $2,923-96.4% | $6,396-98.4% |
| Admin fee / account holder | $1,227 | $6,488-81.1% | $4,712-74.0% | $12,562-90.2% |