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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 | $124,986 | $153,769-18.7% | $133,975-6.7% | $273,972-54.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.79% | 36.51%-22.7pp | 29.29%-15.5pp | 41.46%-27.7pp |
| Employer contribution / active EE | $7,842 | $6,029+30.1% | $5,211+50.5% | $4,869+61.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,984 | $11,765-74.6% | $9,324-68.0% | $10,133-70.6% |