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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 | $143,811 | $85,196+68.8% | $76,383+88.3% | $145,897-1.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 14.43% | 13.13%+1.3pp | 13.79%+0.6pp | 552.29%-537.9pp |
| Employer contribution / active EE | $7,614 | $5,268+44.5% | $4,587+66.0% | $4,663+63.3% |
| Participant deferral / active EE | $0 | $6,386-100.0% | $5,474-100.0% | $6,689-100.0% |
| Admin fee / account holder | $40,446 | $5,786+599.1% | $5,147+685.9% | $13,390+202.1% |