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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 | $132,031 | $62,589+110.9% | $76,768+72.0% | $64,173+105.7% |
| Participation rate | 97.7% | 72.8%+24.9pp | 77.0%+20.7pp | 69.6%+28.1pp |
| Annual return | 4.13% | -1.95%+6.1pp | 2.43%+1.7pp | 7.63%-3.5pp |
| Employer contribution / active EE | $7,501 | $1,832+309.4% | $2,485+201.8% | $2,381+215.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,990 | $4,667-35.9% | $6,675-55.2% | $4,887-38.8% |