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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 | $123,114 | $167,533-26.5% | $151,645-18.8% | $134,545-8.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 7.44% | 7.81%-0.4pp | 3.34%+4.1pp | 418.37%-410.9pp |
| Employer contribution / active EE | $4,242 | $6,828-37.9% | $6,165-31.2% | $4,742-10.5% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,242 | $13,781-69.2% | $11,614-63.5% | $11,431-62.9% |