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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 | $148,994 | $60,349+146.9% | $74,184+100.8% | $62,881+136.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.97% | 21.38%-11.4pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $6,371 | $1,680+279.2% | $2,370+168.8% | $2,281+179.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,473 | $4,261+122.3% | $5,586+69.6% | $4,296+120.5% |