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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 | $72,024 | $48,364+48.9% | $71,796+0.3% | $62,881+14.5% |
| Participation rate | 93.5% | 60.6%+32.9pp | 69.1%+24.4pp | 69.3%+24.2pp |
| Annual return | 10.42% | 13.16%-2.7pp | 78.04%-67.6pp | 20.14%-9.7pp |
| Employer contribution / active EE | $15,188 | $1,042+1357.8% | $1,924+689.2% | $2,281+565.9% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $876 | $3,771-76.8% | $4,815-81.8% | $4,296-79.6% |