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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 | $135,319 | $93,598+44.6% | $135,974-0.5% | $75,173+80.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.95% | 30.89%-12.9pp | 68.30%-50.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $6,827 | $3,538+93.0% | $4,859+40.5% | $2,671+155.6% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,007 | $6,978-28.2% | $10,767-53.5% | $5,651-11.4% |