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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 | $125,197 | $61,660+103.0% | $80,022+56.5% | $64,173+95.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.99% | -0.33%+5.3pp | 11.22%-6.2pp | 7.63%-2.6pp |
| Employer contribution / active EE | $10,408 | $1,810+474.9% | $2,468+321.7% | $2,381+337.2% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,907 | $5,417-27.9% | $6,521-40.1% | $4,887-20.1% |