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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 | $166,079 | $90,728+83.1% | $86,279+92.5% | $138,895+19.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 78.7%+21.3pp | 79.9%+20.1pp |
| Annual return | 12.55% | 34.83%-22.3pp | 30.40%-17.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $7,497 | $4,974+50.7% | $4,663+60.8% | $4,194+78.8% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $5,658-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,287 | $11,808-72.2% | $10,485-68.7% | $12,562-73.8% |