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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 | $147,419 | $71,215+107.0% | $93,696+57.3% | $80,935+82.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.31% | 11.27%+2.0pp | 133.74%-120.4pp | 35.66%-22.3pp |
| Employer contribution / active EE | $4,444 | $1,565+184.0% | $2,422+83.5% | $2,757+61.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $48,455 | $6,958+596.4% | $8,287+484.7% | $6,924+599.8% |