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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 | $130,744 | $103,949+25.8% | $69,182+89.0% | $273,972-52.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 10.00% | 35.28%-25.3pp | -21.93%+31.9pp | 41.46%-31.5pp |
| Employer contribution / active EE | $3,453 | $1,783+93.7% | $1,206+186.3% | $4,869-29.1% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,430 | $3,671-61.0% | $2,697-47.0% | $10,133-85.9% |