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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 | $119,960 | $57,065+110.2% | $75,670+58.5% | $70,131+71.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 17.44% | 23.57%-6.1pp | 27.34%-9.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $7,428 | $1,817+308.9% | $2,352+215.8% | $2,342+217.1% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,144 | $3,825-43.9% | $5,800-63.0% | $4,645-53.8% |