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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 | $70,702 | $136,307-48.1% | $106,619-33.7% | $273,972-74.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.41% | 11.05%-1.6pp | 9.42%0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $7,091 | $5,190+36.6% | $3,947+79.7% | $4,869+45.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $892 | $8,625-89.7% | $6,418-86.1% | $10,133-91.2% |