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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 | $194,876 | $72,269+169.7% | $101,271+92.4% | $79,852+144.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 31.93% | 22.29%+9.6pp | 46.48%-14.5pp | 31.72%+0.2pp |
| Employer contribution / active EE | $13,198 | $2,692+390.3% | $3,660+260.6% | $2,471+434.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,049 | $4,401-8.0% | $5,948-31.9% | $5,306-23.7% |