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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 | $155,395 | $124,425+24.9% | $112,040+38.7% | $137,256+13.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.74% | 24.72%-14.0pp | 24.52%-13.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,667 | $3,411-21.8% | $2,954-9.7% | $4,156-35.8% |
| Participant deferral / active EE | $286 | $5,718-95.0% | $5,098-94.4% | $6,407-95.5% |
| Admin fee / account holder | $1,801 | $15,207-88.2% | $12,098-85.1% | $12,270-85.3% |