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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 | $161,333 | $118,496+36.2% | $98,461+63.9% | $139,466+15.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.78% | 18.96%+4.8pp | 21.17%+2.6pp | 373.66%-349.9pp |
| Employer contribution / active EE | $9,091 | $3,611+151.8% | $3,049+198.2% | $4,754+91.2% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,904 | $14,056-58.0% | $8,961-34.1% | $11,409-48.3% |