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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 | $102,379 | $95,404+7.3% | $113,397-9.7% | $82,637+23.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.04% | 19.08%-3.0pp | 23.20%-7.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $9,809 | $2,307+325.2% | $2,977+229.5% | $2,552+284.3% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,593 | $9,168-28.1% | $11,957-44.9% | $7,339-10.2% |