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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 | $78,876 | $51,207+54.0% | $70,565+11.8% | $75,177+4.9% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 14.63% | 30.05%-15.4pp | 32.79%-18.2pp | 160.75%-146.1pp |
| Employer contribution / active EE | $6,091 | $1,826+233.5% | $2,976+104.7% | $2,671+128.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,488 | $4,097+82.7% | $6,430+16.5% | $5,651+32.5% |