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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 | $141,564 | $85,766+65.1% | $136,298+3.9% | $70,126+101.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 33.06% | 31.46%+1.6pp | 5156.27%-5123.2pp | 73.15%-40.1pp |
| Employer contribution / active EE | $1,235 | $2,966-58.4% | $4,696-73.7% | $2,343-47.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $803 | $5,421-85.2% | $9,244-91.3% | $4,645-82.7% |