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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 | $129,966 | $181,898-28.6% | $156,552-17.0% | $273,970-52.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.90% | 30.74%-23.8pp | 32.23%-25.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $11,139 | $6,248+78.3% | $5,501+102.5% | $4,869+128.8% |
| Participant deferral / active EE | $493 | $5,550-91.1% | $4,871-89.9% | $5,287-90.7% |
| Admin fee / account holder | $5,562 | $15,560-64.3% | $13,028-57.3% | $10,132-45.1% |