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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 | $105,405 | $140,592-25.0% | $123,106-14.4% | $125,388-15.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.60% | 16.80%-16.2pp | 13.22%-12.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $8,500 | $6,041+40.7% | $5,151+65.0% | $4,866+74.7% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,062 | $11,198-72.7% | $9,015-66.0% | $9,541-67.9% |