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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 | $103,696 | $94,529+9.7% | $140,019-25.9% | $64,173+61.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 1.17% | 7.77%-6.6pp | 651.17%-650.0pp | 7.63%-6.5pp |
| Employer contribution / active EE | $5,652 | $3,812+48.2% | $5,605+0.8% | $2,381+137.4% |
| Participant deferral / active EE | $2,226 | $5,250-57.6% | $6,927-67.9% | $3,470-35.9% |
| Admin fee / account holder | $10,143 | $6,741+50.5% | $10,705-5.3% | $4,887+107.5% |