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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 | $132,275 | $124,425+6.3% | $112,040+18.1% | $137,256-3.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.11% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $977 | $3,411-71.4% | $2,954-66.9% | $4,156-76.5% |
| Participant deferral / active EE | $1,643 | $5,718-71.3% | $5,098-67.8% | $6,407-74.4% |
| Admin fee / account holder | $2,660 | $15,207-82.5% | $12,098-78.0% | $12,270-78.3% |