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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 | $123,155+40.7% | $108,753+59.4% | $155,188+11.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.95% | 44.73%-34.8pp | 37.47%-27.5pp | 148.84%-138.9pp |
| Employer contribution / active EE | $2,500 | $2,811-11.1% | $2,427+3.0% | $4,248-41.1% |
| Participant deferral / active EE | $424 | $4,623-90.8% | $4,115-89.7% | $6,531-93.5% |
| Admin fee / account holder | $7,792 | $12,126-35.7% | $10,320-24.5% | $14,480-46.2% |