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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 | $83,556 | $126,661-34.0% | $113,397-26.3% | $138,895-39.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 23.32% | 25.05%-1.7pp | 23.20%+0.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $8,072 | $3,456+133.6% | $2,977+171.1% | $4,194+92.5% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $493 | $14,549-96.6% | $11,957-95.9% | $12,562-96.1% |