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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 | $131,289 | $146,267-10.2% | $197,124-33.4% | $82,448+59.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 27.72% | 29.61%-1.9pp | 44.34%-16.6pp | 41.64%-13.9pp |
| Employer contribution / active EE | $6,713 | $4,723+42.1% | $6,227+7.8% | $2,551+163.2% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,225 | $14,422-77.6% | $16,298-80.2% | $7,234-55.4% |