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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 | $86,786 | $199,109-56.4% | $173,730-50.0% | $154,746-43.9% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 13.67% | 20.02%-6.4pp | 19.96%-6.3pp | 172.34%-158.7pp |
| Employer contribution / active EE | $8,333 | $5,311+56.9% | $4,577+82.1% | $4,379+90.3% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $661 | $20,916-96.8% | $17,523-96.2% | $14,365-95.4% |