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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 | $101,839 | $72,273+40.9% | $101,275+0.6% | $79,856+27.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 34.55% | 22.30%+12.3pp | 46.48%-11.9pp | 31.71%+2.8pp |
| Employer contribution / active EE | $825 | $2,691-69.3% | $3,660-77.4% | $2,471-66.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,007 | $4,401+104.6% | $5,948+51.4% | $5,306+69.7% |