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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 | $173,309 | $124,980+38.7% | $108,359+59.9% | $154,746+12.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.95% | 45.00%-35.1pp | 36.89%-26.9pp | 172.34%-162.4pp |
| Employer contribution / active EE | $2,500 | $2,851-12.3% | $2,399+4.2% | $4,379-42.9% |
| Participant deferral / active EE | $424 | $4,743-91.1% | $4,137-89.8% | $6,730-93.7% |
| Admin fee / account holder | $7,792 | $11,502-32.3% | $9,741-20.0% | $14,365-45.8% |