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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 | $102,484 | $181,896-43.7% | $156,551-34.5% | $273,972-62.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.58% | 30.74%-20.2pp | 32.23%-21.6pp | 41.46%-30.9pp |
| Employer contribution / active EE | $18,922 | $6,248+202.8% | $5,501+244.0% | $4,869+288.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $722 | $15,560-95.4% | $13,028-94.5% | $10,133-92.9% |