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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 | $201,122 | $141,004+42.6% | $112,273+79.1% | $139,466+44.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 35.01% | 32.75%+2.3pp | 30.23%+4.8pp | 373.66%-338.7pp |
| Employer contribution / active EE | $915 | $4,285-78.6% | $3,431-73.3% | $4,754-80.8% |
| Participant deferral / active EE | $1,250 | $5,878-78.7% | $4,800-74.0% | $6,712-81.4% |
| Admin fee / account holder | $972 | $9,959-90.2% | $7,752-87.5% | $11,409-91.5% |