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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 | $236,565 | $127,096+86.1% | $105,736+123.7% | $135,380+74.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 9.82% | 4.49%+5.3pp | 6.27%+3.6pp | 519.81%-510.0pp |
| Employer contribution / active EE | $2,721 | $4,107-33.7% | $3,268-16.7% | $4,779-43.1% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,190 | $9,087-53.9% | $6,913-39.4% | $10,828-61.3% |