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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 | $113,030 | $88,672+27.5% | $105,223+7.4% | $82,448+37.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 34.96% | 30.86%+4.1pp | 180.65%-145.7pp | 41.64%-6.7pp |
| Employer contribution / active EE | $2,686 | $3,048-11.9% | $3,689-27.2% | $2,551+5.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,330 | $7,146-81.4% | $8,859-85.0% | $7,234-81.6% |