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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 | $121,975 | $62,583+94.9% | $76,767+58.9% | $64,173+90.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 7.60% | -1.95%+9.6pp | 2.43%+5.2pp | 7.63%0pp |
| Employer contribution / active EE | $13,982 | $1,832+663.2% | $2,485+462.6% | $2,381+487.3% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,714 | $4,667+193.9% | $6,675+105.5% | $4,887+180.6% |