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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 | $238,000 | $54,757+334.6% | $90,287+163.6% | $72,986+226.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 41.51% | 30.63%+10.9pp | 78.10%-36.6pp | 81.01%-39.5pp |
| Employer contribution / active EE | $7,671 | $2,092+266.6% | $2,855+168.7% | $2,440+214.4% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $783 | $3,972-80.3% | $5,351-85.4% | $5,124-84.7% |