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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 | $149,325 | $52,836+182.6% | $105,738+41.2% | $64,173+132.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | 10.91% | 14.30%-3.4pp | 6.27%+4.6pp | 7.63%+3.3pp |
| Employer contribution / active EE | $10,430 | $1,827+470.9% | $3,268+219.1% | $2,381+338.1% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,233 | $3,959-43.6% | $6,913-67.7% | $4,887-54.3% |