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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 | $171,877 | $81,446+111.0% | $103,374+66.3% | $80,874+112.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 35.56% | 25.57%+10.0pp | 24.89%+10.7pp | 35.62%-0.1pp |
| Employer contribution / active EE | $1,645 | $3,107-47.1% | $3,869-57.5% | $2,756-40.3% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $674 | $6,715-90.0% | $8,394-92.0% | $6,935-90.3% |