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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 | $112,548 | $62,583+79.8% | $76,767+46.6% | $64,173+75.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 9.21% | -1.95%+11.2pp | 2.43%+6.8pp | 7.63%+1.6pp |
| Employer contribution / active EE | $1,560 | $1,832-14.9% | $2,485-37.2% | $2,381-34.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,610 | $4,667+105.9% | $6,675+44.0% | $4,887+96.6% |