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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 | $145,462 | $81,276+79.0% | $155,574-6.5% | $80,925+79.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 38.45% | 33.36%+5.1pp | 64.87%-26.4pp | 35.65%+2.8pp |
| Employer contribution / active EE | $9,314 | $3,103+200.2% | $4,676+99.2% | $2,756+237.9% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $787 | $7,993-90.2% | $15,914-95.1% | $6,940-88.7% |