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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 | $188,179 | $254,759-26.1% | $216,567-13.1% | $198,609-5.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 14.77% | 10.04%+4.7pp | 12.94%+1.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $14,229 | $6,096+133.4% | $5,216+172.8% | $5,055+181.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,357 | $26,311-94.8% | $21,981-93.8% | $19,030-92.9% |