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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 | $157,623 | $107,733+46.3% | $92,985+69.5% | $154,746+1.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 13.83% | 30.39%-16.6pp | 27.99%-14.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $16,298 | $3,126+421.3% | $2,662+512.2% | $4,379+272.2% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $543 | $11,369-95.2% | $9,463-94.3% | $14,365-96.2% |