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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 | $88,826 | $149,679-40.7% | $117,039-24.1% | $147,586-39.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 19.54% | 19.31%+0.2pp | 18.95%+0.6pp | 578.59%-559.1pp |
| Employer contribution / active EE | $4,943 | $4,937+0.1% | $3,785+30.6% | $4,876+1.4% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,606 | $7,856-79.6% | $5,974-73.1% | $10,886-85.2% |