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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 | $136,005 | $315,200-56.9% | $238,191-42.9% | $155,188-12.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 19.59% | 10.25%+9.3pp | 13.02%+6.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $4,959 | $6,383-22.3% | $5,082-2.4% | $4,248+16.7% |
| Participant deferral / active EE | $1,401 | $8,044-82.6% | $6,726-79.2% | $6,531-78.5% |
| Admin fee / account holder | $807 | $48,031-98.3% | $34,582-97.7% | $14,480-94.4% |