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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 | $149,643 | $201,344-25.7% | $184,243-18.8% | $145,877+2.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.85% | 29.01%-13.2pp | 28.82%-13.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $7,098 | $7,022+1.1% | $6,427+10.4% | $4,663+52.2% |
| Participant deferral / active EE | $910 | $9,807-90.7% | $9,132-90.0% | $6,691-86.4% |
| Admin fee / account holder | $1,458 | $16,382-91.1% | $13,914-89.5% | $13,402-89.1% |