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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 | $67,050 | $108,825-38.4% | $156,181-57.1% | $82,448-18.7% |
| Participation rate | 98.1% | 72.4%+25.8pp | 78.8%+19.3pp | 68.1%+30.1pp |
| Annual return | 16.21% | 20.59%-4.4pp | 64.87%-48.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $10,024 | $2,870+249.3% | $4,294+133.5% | $2,551+293.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $909 | $9,341-90.3% | $14,586-93.8% | $7,234-87.4% |