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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 | $155,031 | $81,457+90.3% | $103,378+50.0% | $80,911+91.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.32% | 25.58%-10.3pp | 24.91%-9.6pp | 35.63%-20.3pp |
| Employer contribution / active EE | $13,918 | $3,107+347.9% | $3,870+259.6% | $2,756+405.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,795 | $6,717+45.8% | $8,401+16.6% | $6,935+41.3% |