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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 | $110,424 | $167,352-34.0% | $143,788-23.2% | $134,509-17.9% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | 13.79% | 0.47%+13.3pp | -0.03%+13.8pp | 418.13%-404.3pp |
| Employer contribution / active EE | $5,927 | $5,620+5.5% | $4,952+19.7% | $4,741+25.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $182,836 | $18,091+910.6% | $14,675+1145.9% | $11,427+1500.1% |