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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 | $214,172 | $117,846+81.7% | $102,434+109.1% | $145,884+46.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.37% | 31.90%-22.5pp | 29.46%-20.1pp | 551.85%-542.5pp |
| Employer contribution / active EE | $896 | $3,615-75.2% | $3,023-70.4% | $4,662-80.8% |
| Participant deferral / active EE | $1,057 | $5,733-81.6% | $5,055-79.1% | $6,690-84.2% |
| Admin fee / account holder | $2,758 | $13,356-79.4% | $9,462-70.9% | $13,392-79.4% |