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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 | $228,474 | $60,349+278.6% | $74,184+208.0% | $62,881+263.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 12.71% | 21.38%-8.7pp | 17.74%-5.0pp | 20.14%-7.4pp |
| Employer contribution / active EE | $2,400 | $1,680+42.8% | $2,370+1.2% | $2,281+5.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,613 | $4,261-15.2% | $5,586-35.3% | $4,296-15.9% |