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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 | $151,693 | $228,352-33.6% | $185,835-18.4% | $158,966-4.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.35% | 40.81%-16.5pp | 35.96%-11.6pp | 302.95%-278.6pp |
| Employer contribution / active EE | $2,211 | $4,967-55.5% | $4,087-45.9% | $4,762-53.6% |
| Participant deferral / active EE | $835 | $6,416-87.0% | $5,633-85.2% | $5,983-86.0% |
| Admin fee / account holder | $891 | $11,867-92.5% | $9,502-90.6% | $11,250-92.1% |