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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 | $157,076 | $65,704+139.1% | $94,229+66.7% | $59,633+163.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 6.84% | 5.22%+1.6pp | 10.68%-3.8pp | 2041.45%-2034.6pp |
| Employer contribution / active EE | $3,125 | $2,021+54.7% | $3,587-12.9% | $2,203+41.9% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,575 | $4,265+124.5% | $6,269+52.7% | $4,297+122.8% |