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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 | $99,380+44.4% | $90,312+58.9% | $155,188-7.5% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 10.11% | 19.35%-9.2pp | 18.90%-8.8pp | 148.84%-138.7pp |
| Employer contribution / active EE | $5,500 | $2,390+130.1% | $2,243+145.3% | $4,248+29.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $13,111 | $9,766+34.2% | $8,248+59.0% | $14,480-9.5% |