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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 | $139,948-23.8% | $121,663-12.4% | $154,746-31.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.07% | 230.52%-214.5pp | 147.54%-131.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $18,389 | $3,521+422.3% | $3,020+508.9% | $4,379+319.9% |
| Participant deferral / active EE | $1,655 | $5,629-70.6% | $4,887-66.1% | $6,730-75.4% |
| Admin fee / account holder | $2,934 | $17,321-83.1% | $14,289-79.5% | $14,365-79.6% |