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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 | $159,929 | $72,273+121.3% | $101,275+57.9% | $79,856+100.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 33.26% | 22.30%+11.0pp | 46.48%-13.2pp | 31.71%+1.6pp |
| Employer contribution / active EE | $20,039 | $2,691+644.6% | $3,660+447.5% | $2,471+710.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,273 | $4,401+133.4% | $5,948+72.7% | $5,306+93.6% |