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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 | $216,640 | $96,956+123.4% | $69,779+210.5% | $273,972-20.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.25% | 12.93%-4.7pp | 12.99%-4.7pp | 41.46%-33.2pp |
| Employer contribution / active EE | $11,978 | $3,316+261.2% | $2,338+412.2% | $4,869+146.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,505 | $7,934-68.4% | $4,381-42.8% | $10,133-75.3% |