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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 | $211,973 | $71,873+194.9% | $86,698+144.5% | $68,490+209.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 29.87% | 3.54%+26.3pp | 35.96%-6.1pp | -7.85%+37.7pp |
| Employer contribution / active EE | $13,090 | $2,173+502.3% | $2,837+361.4% | $2,597+404.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $706 | $6,110-88.5% | $7,492-90.6% | $5,403-86.9% |