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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 | $174,078 | $124,330+40.0% | $109,173+59.5% | $167,536+3.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.60% | 26.04%-14.4pp | 25.75%-14.2pp | 478.82%-467.2pp |
| Employer contribution / active EE | $6,111 | $4,209+45.2% | $3,723+64.2% | $4,839+26.3% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,432 | $7,974-57.0% | $6,755-49.2% | $12,315-72.1% |