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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 | $106,618 | $177,595-40.0% | $148,496-28.2% | $198,609-46.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.07% | 9.97%+6.1pp | 12.33%+3.7pp | 202.70%-186.6pp |
| Employer contribution / active EE | $18,389 | $4,098+348.8% | $3,497+425.8% | $5,055+263.8% |
| Participant deferral / active EE | $1,655 | $5,539-70.1% | $4,808-65.6% | $6,977-76.3% |
| Admin fee / account holder | $2,934 | $27,010-89.1% | $19,547-85.0% | $19,030-84.6% |