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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 | $219,512 | $97,881+124.3% | $80,004+174.4% | $125,388+75.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 16.21% | 9.36%+6.9pp | 7.63%+8.6pp | 282.24%-266.0pp |
| Employer contribution / active EE | $4,031 | $3,128+28.9% | $2,473+63.0% | $4,866-17.2% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,298 | $6,278+0.3% | $5,033+25.1% | $9,541-34.0% |