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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 | $139,418 | $68,586+103.3% | $120,380+15.8% | $80,911+72.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 40.27% | 23.62%+16.7pp | 107.28%-67.0pp | 35.63%+4.6pp |
| Employer contribution / active EE | $9,231 | $2,053+349.7% | $3,465+166.4% | $2,756+235.0% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,992-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,245 | $5,733-60.8% | $9,421-76.2% | $6,935-67.6% |