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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 | $148,275 | $117,904+25.8% | $102,457+44.7% | $145,978+1.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.20% | 31.80%-14.6pp | 29.41%-12.2pp | 550.52%-533.3pp |
| Employer contribution / active EE | $5,078 | $3,613+40.5% | $3,022+68.0% | $4,662+8.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $938 | $13,329-93.0% | $9,451-90.1% | $13,400-93.0% |