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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 | $175,985 | $104,098+69.1% | $140,514+25.2% | $94,015+87.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 23.05% | 15.14%+7.9pp | 14.36%+8.7pp | 17.84%+5.2pp |
| Employer contribution / active EE | $2,420 | $2,388+1.3% | $3,378-28.4% | $2,790-13.3% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $979 | $10,439-90.6% | $13,697-92.9% | $8,951-89.1% |