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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 | $147,504 | $105,623+39.7% | $87,502+68.6% | $273,972-46.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.81% | 12.26%-6.5pp | 12.21%-6.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $5,730 | $3,141+82.4% | $2,550+124.7% | $4,869+17.7% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,808 | $4,781+0.6% | $4,221+13.9% | $10,133-52.6% |