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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 | $133,553 | $201,370-33.7% | $184,256-27.5% | $145,897-8.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.32% | 29.05%-14.7pp | 28.85%-14.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $4,782 | $7,024-31.9% | $6,427-25.6% | $4,663+2.6% |
| Participant deferral / active EE | $1,526 | $9,808-84.4% | $9,133-83.3% | $6,689-77.2% |
| Admin fee / account holder | $715 | $16,364-95.6% | $13,899-94.9% | $13,390-94.7% |