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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 | $104,853 | $181,896-42.4% | $156,551-33.0% | $273,972-61.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.91% | 30.74%-18.8pp | 32.23%-20.3pp | 41.46%-29.5pp |
| Employer contribution / active EE | $23,270 | $6,248+272.4% | $5,501+323.0% | $4,869+377.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,213 | $15,560-92.2% | $13,028-90.7% | $10,133-88.0% |