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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 | $181,024 | $153,769+17.7% | $133,975+35.1% | $273,972-33.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 18.38% | 36.51%-18.1pp | 29.29%-10.9pp | 41.46%-23.1pp |
| Employer contribution / active EE | $14,806 | $6,029+145.6% | $5,211+184.1% | $4,869+204.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,835 | $11,765-84.4% | $9,324-80.3% | $10,133-81.9% |