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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 | $129,251 | $83,485+54.8% | $125,195+3.2% | $72,976+77.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.76% | 25.77%-5.0pp | 43.79%-23.0pp | 81.02%-60.3pp |
| Employer contribution / active EE | $5,119 | $2,346+118.2% | $3,866+32.4% | $2,440+109.8% |
| Participant deferral / active EE | $1,368 | $3,586-61.8% | $4,937-72.3% | $3,608-62.1% |
| Admin fee / account holder | $18,079 | $5,518+227.6% | $9,704+86.3% | $5,124+252.8% |