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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 | $163,991 | $184,014-10.9% | $161,149+1.8% | $138,895+18.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.78% | 21.52%-6.7pp | 21.16%-6.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $15,244 | $5,055+201.5% | $4,360+249.6% | $4,194+263.4% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,017 | $18,027-83.3% | $15,194-80.1% | $12,562-76.0% |