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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 | $152,804 | $95,404+60.2% | $113,397+34.8% | $82,637+84.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.37% | 19.08%+0.3pp | 23.20%-3.8pp | 53.51%-34.1pp |
| Employer contribution / active EE | $5,568 | $2,307+141.4% | $2,977+87.0% | $2,552+118.2% |
| Participant deferral / active EE | $888 | $4,220-78.9% | $5,076-82.5% | $4,126-78.5% |
| Admin fee / account holder | $1,754 | $9,168-80.9% | $11,957-85.3% | $7,339-76.1% |