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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 | $139,234 | $67,602+106.0% | $82,312+69.2% | $70,126+98.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.34% | 21.57%-7.2pp | 25.88%-11.5pp | 73.15%-58.8pp |
| Employer contribution / active EE | $3,049 | $1,755+73.7% | $2,428+25.5% | $2,343+30.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,441 | $4,512-68.1% | $5,608-74.3% | $4,645-69.0% |