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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 | $120,497 | $71,215+69.2% | $93,696+28.6% | $80,935+48.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 39.89% | 11.27%+28.6pp | 133.74%-93.9pp | 35.66%+4.2pp |
| Employer contribution / active EE | $5,183 | $1,565+231.2% | $2,422+114.0% | $2,757+88.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,315 | $6,958-66.7% | $8,287-72.1% | $6,924-66.6% |