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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 | $224,555 | $85,515+162.6% | $112,040+100.4% | $67,986+230.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 18.77% | 29.68%-10.9pp | 24.52%-5.7pp | 31.67%-12.9pp |
| Employer contribution / active EE | $7,301 | $2,191+233.2% | $2,954+147.2% | $2,019+261.7% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $5,653 | $3,774+49.8% | $12,098-53.3% | $3,203+76.5% |