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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 | $90,906 | $100,970-10.0% | $96,576-5.9% | $137,256-33.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.37% | 38.16%-21.8pp | 38.47%-22.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $6,633 | $3,809+74.1% | $3,553+86.7% | $4,156+59.6% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $672 | $11,312-94.1% | $11,381-94.1% | $12,270-94.5% |