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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 | $105,213 | $123,793-15.0% | $177,840-40.8% | $79,852+31.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.73% | 22.82%-7.1pp | 48.32%-32.6pp | 31.72%-16.0pp |
| Employer contribution / active EE | $5,909 | $4,095+44.3% | $5,919-0.2% | $2,471+139.1% |
| Participant deferral / active EE | $2,509 | $5,956-57.9% | $7,714-67.5% | $3,740-32.9% |
| Admin fee / account holder | $47,002 | $7,243+549.0% | $12,431+278.1% | $5,306+785.8% |