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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 | $191,160 | $87,106+119.5% | $105,607+81.0% | $80,935+136.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 11.07% | 17.01%-5.9pp | 116.11%-105.0pp | 35.66%-24.6pp |
| Employer contribution / active EE | $4,539 | $2,396+89.4% | $3,167+43.3% | $2,757+64.6% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,787 | $8,447-19.7% | $10,958-38.1% | $6,924-2.0% |