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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 | $103,841 | $152,074-31.7% | $137,474-24.5% | $198,609-47.7% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 6.36% | 10.68%-4.3pp | 11.53%-5.2pp | 202.70%-196.3pp |
| Employer contribution / active EE | $5,962 | $5,444+9.5% | $5,048+18.1% | $5,055+17.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $6,155-100.0% | $6,977-100.0% |
| Admin fee / account holder | $561 | $11,950-95.3% | $10,602-94.7% | $19,030-97.1% |