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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 | $107,600 | $72,114+49.2% | $108,745-1.1% | $62,881+71.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 6.07% | 13.41%-7.3pp | 46.22%-40.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $11,025 | $2,694+309.3% | $3,323+231.8% | $2,281+383.4% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,573 | $4,608+129.4% | $6,144+72.1% | $4,296+146.1% |