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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 | $143,508 | $103,164+39.1% | $90,259+59.0% | $154,746-7.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 10.11% | 19.25%-9.1pp | 18.88%-8.8pp | 172.34%-162.2pp |
| Employer contribution / active EE | $5,500 | $2,532+117.3% | $2,291+140.0% | $4,379+25.6% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,111 | $8,593+52.6% | $7,267+80.4% | $14,365-8.7% |