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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 | $128,334 | $99,032+29.6% | $80,022+60.4% | $135,380-5.2% |
| Participation rate | 90.0% | 78.4%+11.6pp | 75.8%+14.2pp | 82.6%+7.4pp |
| Annual return | 11.64% | 15.39%-3.8pp | 11.22%+0.4pp | 519.81%-508.2pp |
| Employer contribution / active EE | $4,500 | $3,043+47.9% | $2,468+82.3% | $4,779-5.8% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,456 | $10,436-86.1% | $6,521-77.7% | $10,828-86.6% |