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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 | $68,522 | $89,515-23.5% | $103,486-33.8% | $80,935-15.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 28.81% | 22.82%+6.0pp | 23.93%+4.9pp | 35.66%-6.9pp |
| Employer contribution / active EE | $22,316 | $4,015+455.8% | $4,679+376.9% | $2,757+709.5% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,628-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,565 | $6,527+31.2% | $9,354-8.4% | $6,924+23.7% |