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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 | $130,350 | $73,955+76.3% | $96,520+35.1% | $75,181+73.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 24.17% | 26.72%-2.5pp | 35.72%-11.5pp | 160.69%-136.5pp |
| Employer contribution / active EE | $9,561 | $2,930+226.3% | $3,739+155.7% | $2,671+258.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,008 | $5,217-42.4% | $6,733-55.3% | $5,650-46.8% |