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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 | $103,729 | $123,898-16.3% | $116,538-11.0% | $155,188-33.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 15.59% | 16.04%-0.4pp | 17.97%-2.4pp | 148.84%-133.3pp |
| Employer contribution / active EE | $5,824 | $4,739+22.9% | $4,541+28.3% | $4,248+37.1% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $569 | $9,174-93.8% | $8,737-93.5% | $14,480-96.1% |