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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 | $160,250 | $114,712+39.7% | $173,730-7.8% | $87,485+83.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 16.56% | 20.18%-3.6pp | 19.96%-3.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $6,496 | $2,904+123.7% | $4,577+41.9% | $2,596+150.2% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,860 | $10,210-23.0% | $17,523-55.1% | $7,775+1.1% |