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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 | $125,850 | $123,793+1.7% | $177,827-29.2% | $79,858+57.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.82% | 22.82%-3.0pp | 48.32%-28.5pp | 31.72%-11.9pp |
| Employer contribution / active EE | $7,370 | $4,095+80.0% | $5,918+24.5% | $2,471+198.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,521 | $7,243-79.0% | $12,429-87.8% | $5,306-71.3% |