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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 | $149,704 | $101,778+47.1% | $164,975-9.3% | $80,925+85.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 17.13% | 16.73%+0.4pp | 70.12%-53.0pp | 35.65%-18.5pp |
| Employer contribution / active EE | $6,750 | $2,954+128.5% | $4,343+55.4% | $2,756+144.9% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,772 | $8,221-66.3% | $12,688-78.1% | $6,940-60.1% |