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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 | $123,549 | $85,171+45.1% | $172,752-28.5% | $72,975+69.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.16% | 27.32%-8.2pp | 802.97%-783.8pp | 81.01%-61.8pp |
| Employer contribution / active EE | $4,899 | $3,324+47.4% | $5,144-4.8% | $2,440+100.8% |
| Participant deferral / active EE | $579 | $3,260-82.2% | $5,198-88.9% | $3,608-83.9% |
| Admin fee / account holder | $2,855 | $5,880-51.5% | $13,955-79.5% | $5,124-44.3% |