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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 | $161,596 | $92,219+75.2% | $76,767+110.5% | $135,380+19.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 5.55% | 5.46%+0.1pp | 2.43%+3.1pp | 519.81%-514.3pp |
| Employer contribution / active EE | $15,807 | $3,216+391.5% | $2,485+536.0% | $4,779+230.8% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,007 | $10,749-34.8% | $6,675+5.0% | $10,828-35.3% |