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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 | $102,419 | $87,834+16.6% | $133,975-23.6% | $62,881+62.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 12.96% | 12.05%+0.9pp | 29.29%-16.3pp | 20.14%-7.2pp |
| Employer contribution / active EE | $2,607 | $3,482-25.2% | $5,211-50.0% | $2,281+14.3% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,938 | $5,372-26.7% | $9,324-57.8% | $4,296-8.3% |