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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 | $180,900 | $81,504+122.0% | $102,437+76.6% | $80,959+123.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 33.61% | 25.60%+8.0pp | 24.95%+8.7pp | 35.67%-2.1pp |
| Employer contribution / active EE | $8,074 | $3,104+160.2% | $3,871+108.6% | $2,757+192.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,921 | $6,719-56.5% | $8,388-65.2% | $6,925-57.8% |