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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 | $95,757 | $71,873+33.2% | $86,698+10.4% | $68,490+39.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 2.57% | 3.54%-1.0pp | 35.96%-33.4pp | -7.85%+10.4pp |
| Employer contribution / active EE | $7,692 | $2,173+253.9% | $2,837+171.2% | $2,597+196.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,544 | $6,110+39.8% | $7,492+14.0% | $5,403+58.1% |