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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 | $99,974 | $52,911+88.9% | $73,309+36.4% | $59,633+67.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 23.02% | 12.20%+10.8pp | 5.67%+17.3pp | 2041.45%-2018.4pp |
| Employer contribution / active EE | $9,091 | $1,909+376.3% | $3,237+180.8% | $2,203+312.7% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,599 | $3,835-6.1% | $5,635-36.1% | $4,297-16.2% |