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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 | $155,341 | $192,829-19.4% | $142,516+9.0% | $139,466+11.4% |
| Participation rate | 87.5% | 81.4%+6.1pp | 76.8%+10.7pp | 80.3%+7.2pp |
| Annual return | 12.61% | 17.99%-5.4pp | 19.99%-7.4pp | 373.66%-361.1pp |
| Employer contribution / active EE | $7,855 | $5,808+35.2% | $4,849+62.0% | $4,754+65.2% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $920 | $15,120-93.9% | $10,008-90.8% | $11,409-91.9% |