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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 | $125,508 | $124,980+0.4% | $108,359+15.8% | $154,746-18.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.06% | 45.00%-25.9pp | 36.89%-17.8pp | 172.34%-153.3pp |
| Employer contribution / active EE | $7,143 | $2,851+150.6% | $2,399+197.7% | $4,379+63.1% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,068 | $11,502-82.0% | $9,741-78.8% | $14,365-85.6% |