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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 | $102,245+55.7% | $89,340+78.1% | $137,256+16.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.81% | 21.89%+1.9pp | 20.57%+3.2pp | 220.34%-196.5pp |
| Employer contribution / active EE | $3,981 | $2,529+57.4% | $2,231+78.4% | $4,156-4.2% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $397 | $8,085-95.1% | $6,704-94.1% | $12,270-96.8% |