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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 | $159,158 | $147,594+7.8% | $121,871+30.6% | $198,609-19.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 23.81% | 12.94%+10.9pp | 13.57%+10.2pp | 202.70%-178.9pp |
| Employer contribution / active EE | $3,981 | $3,007+32.4% | $2,731+45.8% | $5,055-21.3% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $397 | $15,134-97.4% | $11,551-96.6% | $19,030-97.9% |