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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 | $156,034 | $125,797+24.0% | $170,057-8.2% | $75,177+107.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.11% | 27.20%-12.1pp | 53.42%-38.3pp | 160.75%-145.6pp |
| Employer contribution / active EE | $4,552 | $4,616-1.4% | $6,790-33.0% | $2,671+70.4% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,143 | $8,177-12.6% | $12,826-44.3% | $5,651+26.4% |