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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 | $147,533 | $86,940+69.7% | $102,434+44.0% | $80,935+82.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 24.10% | 18.89%+5.2pp | 29.46%-5.4pp | 35.66%-11.6pp |
| Employer contribution / active EE | $7,537 | $2,370+218.1% | $3,023+149.3% | $2,757+173.4% |
| Participant deferral / active EE | $1,055 | $4,121-74.4% | $5,055-79.1% | $4,299-75.5% |
| Admin fee / account holder | $45,979 | $8,047+471.4% | $9,462+385.9% | $6,924+564.0% |