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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 | $148,603 | $124,980+18.9% | $108,359+37.1% | $154,746-4.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.26% | 45.00%-25.7pp | 36.89%-17.6pp | 172.34%-153.1pp |
| Employer contribution / active EE | $975 | $2,851-65.8% | $2,399-59.4% | $4,379-77.7% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,143 | $11,502-20.5% | $9,741-6.1% | $14,365-36.4% |