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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 | $118,584 | $88,583+33.9% | $88,497+34.0% | $273,972-56.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 7.33% | 5.68%+1.6pp | 7.63%-0.3pp | 41.46%-34.1pp |
| Employer contribution / active EE | $7,684 | $4,502+70.7% | $4,036+90.4% | $4,869+57.8% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,853 | $8,980+76.5% | $6,220+154.9% | $10,133+56.5% |