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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 | $236,469 | $72,272+227.2% | $101,264+133.5% | $79,858+196.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 35.70% | 22.30%+13.4pp | 46.48%-10.8pp | 31.72%+4.0pp |
| Employer contribution / active EE | $6,446 | $2,692+139.5% | $3,660+76.1% | $2,471+160.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,206 | $4,401-4.4% | $5,947-29.3% | $5,306-20.7% |