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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 | $158,569 | $101,778+55.8% | $164,975-3.9% | $80,925+95.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.48% | 16.73%-5.2pp | 70.12%-58.6pp | 35.65%-24.2pp |
| Employer contribution / active EE | $4,615 | $2,954+56.3% | $4,343+6.3% | $2,756+67.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,160 | $8,221-0.7% | $12,688-35.7% | $6,940+17.6% |