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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 | $145,638 | $101,798+43.1% | $165,071-11.8% | $80,935+79.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 18.99% | 16.73%+2.3pp | 70.17%-51.2pp | 35.66%-16.7pp |
| Employer contribution / active EE | $5,181 | $2,954+75.4% | $4,347+19.2% | $2,757+87.9% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,208 | $8,221-61.0% | $12,695-74.7% | $6,924-53.7% |