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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 | $90,301 | $88,707+1.8% | $74,184+21.7% | $273,972-67.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.95% | 11.94%-7.0pp | 17.74%-12.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $8,272 | $3,159+161.8% | $2,370+249.0% | $4,869+69.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $846 | $8,717-90.3% | $5,586-84.9% | $10,133-91.7% |