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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 | $132,039 | $86,919+51.9% | $102,457+28.9% | $80,911+63.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.56% | 18.90%-8.3pp | 29.41%-18.8pp | 35.63%-25.1pp |
| Employer contribution / active EE | $12,353 | $2,368+421.6% | $3,022+308.7% | $2,756+348.3% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,657 | $8,049-67.0% | $9,451-71.9% | $6,935-61.7% |