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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 | $208,113 | $62,586+232.5% | $76,766+171.1% | $64,181+224.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 4.38% | -1.95%+6.3pp | 2.43%+2.0pp | 7.63%-3.3pp |
| Employer contribution / active EE | $2,907 | $1,832+58.7% | $2,485+17.0% | $2,381+22.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,851-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,933 | $4,667-15.7% | $6,675-41.1% | $4,887-19.5% |