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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 | $182,987 | $92,219+98.4% | $76,768+138.4% | $135,379+35.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.61% | 5.46%+1.2pp | 2.43%+4.2pp | 519.79%-513.2pp |
| Employer contribution / active EE | $7,686 | $3,216+139.0% | $2,485+209.3% | $4,779+60.8% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $43,714 | $10,749+306.7% | $6,675+554.9% | $10,828+303.7% |