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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 | $126,097 | $72,404+74.2% | $110,243+14.4% | $64,173+96.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.28% | -6.29%+17.6pp | 314.76%-303.5pp | 7.63%+3.6pp |
| Employer contribution / active EE | $4,408 | $2,282+93.2% | $3,827+15.2% | $2,381+85.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,555 | $5,664-37.2% | $8,548-58.4% | $4,887-27.3% |