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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 | $113,669 | $51,708+119.8% | $106,619+6.6% | $62,881+80.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 5.78% | 4.69%+1.1pp | 9.42%-3.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $10,408 | $1,764+490.1% | $3,947+163.7% | $2,281+356.3% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $44,876 | $3,349+1240.1% | $6,418+599.2% | $4,296+944.7% |