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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 | $135,567 | $176,786-23.3% | $146,643-7.6% | $167,536-19.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 24.06% | 24.04%0pp | 22.75%+1.3pp | 478.82%-454.8pp |
| Employer contribution / active EE | $8,097 | $5,161+56.9% | $4,137+95.7% | $4,839+67.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $484 | $13,262-96.3% | $10,280-95.3% | $12,315-96.1% |