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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 | $109,754 | $139,421-21.3% | $239,577-54.2% | $116,462-5.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.1%+17.9pp | 74.7%+25.3pp |
| Annual return | 16.29% | 15.58%+0.7pp | -0.70%+17.0pp | 15.65%+0.6pp |
| Employer contribution / active EE | $14,615 | $4,487+225.7% | $7,232+102.1% | $3,231+352.3% |
| Participant deferral / active EE | $0 | $4,296-100.0% | $5,676-100.0% | $3,836-100.0% |
| Admin fee / account holder | $4,080 | $21,515-81.0% | $19,315-78.9% | $12,754-68.0% |