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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 | $175,250 | $76,834+128.1% | $108,359+61.7% | $87,485+100.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 16.30% | 19.09%-2.8pp | 36.89%-20.6pp | 26.06%-9.8pp |
| Employer contribution / active EE | $4,138 | $1,556+165.9% | $2,399+72.5% | $2,596+59.4% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $16,032 | $6,537+145.2% | $9,741+64.6% | $7,775+106.2% |