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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 | $156,097 | $138,366+12.8% | $184,185-15.2% | $80,911+92.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 26.89% | 20.02%+6.9pp | 28.81%-1.9pp | 35.63%-8.7pp |
| Employer contribution / active EE | $8,323 | $4,849+71.7% | $6,426+29.5% | $2,756+202.0% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $860 | $10,484-91.8% | $13,909-93.8% | $6,935-87.6% |