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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 | $226,257 | $211,946+6.8% | $169,452+33.5% | $135,380+67.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 3.09% | 3.26%-0.2pp | 1.83%+1.3pp | 519.81%-516.7pp |
| Employer contribution / active EE | $12,247 | $5,117+139.3% | $4,157+194.6% | $4,779+156.3% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,952 | $11,472-74.3% | $9,110-67.6% | $10,828-72.7% |