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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 | $149,673 | $72,607+106.1% | $90,259+65.8% | $87,485+71.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 13.18% | 18.59%-5.4pp | 18.88%-5.7pp | 26.06%-12.9pp |
| Employer contribution / active EE | $3,704 | $1,919+93.0% | $2,291+61.6% | $2,596+42.7% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,852 | $5,947+15.2% | $7,267-5.7% | $7,775-11.9% |