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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 | $240,010 | $177,595+35.1% | $148,496+61.6% | $198,609+20.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.43% | 9.97%+4.5pp | 12.33%+2.1pp | 202.70%-188.3pp |
| Employer contribution / active EE | $2,000 | $4,098-51.2% | $3,497-42.8% | $5,055-60.4% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,048 | $27,010-92.4% | $19,547-89.5% | $19,030-89.2% |