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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 | $122,125 | $69,518+75.7% | $59,883+103.9% | $135,382-9.8% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.7%+17.0pp | 82.6%+9.0pp |
| Annual return | 4.29% | 7.95%-3.7pp | 3.46%+0.8pp | 519.77%-515.5pp |
| Employer contribution / active EE | $3,869 | $3,235+19.6% | $2,722+42.1% | $4,779-19.0% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,740 | $5,734+122.2% | $3,591+254.8% | $10,829+17.7% |