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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 | $174,209 | $92,219+88.9% | $76,767+126.9% | $135,380+28.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 5.68% | 5.46%+0.2pp | 2.43%+3.2pp | 519.81%-514.1pp |
| Employer contribution / active EE | $7,388 | $3,216+129.7% | $2,485+197.3% | $4,779+54.6% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,374 | $10,749-77.9% | $6,675-64.4% | $10,828-78.1% |