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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 | $145,431-9.7% | $211,142-37.8% | $87,485+50.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 27.72% | 27.21%+0.5pp | 46.84%-19.1pp | 26.06%+1.7pp |
| Employer contribution / active EE | $6,713 | $4,662+44.0% | $6,442+4.2% | $2,596+158.6% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,225 | $17,052-81.1% | $19,076-83.1% | $7,775-58.5% |