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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 | $127,900 | $71,057+80.0% | $93,654+36.6% | $80,874+58.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.33% | 11.26%+3.1pp | 133.34%-119.0pp | 35.62%-21.3pp |
| Employer contribution / active EE | $10,754 | $1,564+587.6% | $2,421+344.2% | $2,756+290.2% |
| Participant deferral / active EE | $587 | $4,034-85.5% | $4,413-86.7% | $4,297-86.3% |
| Admin fee / account holder | $3,705 | $6,944-46.6% | $8,282-55.3% | $6,935-46.6% |