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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 | $104,448 | $199,109-47.5% | $173,730-39.9% | $154,746-32.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.79% | 20.02%-6.2pp | 19.96%-6.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $26,751 | $5,311+403.7% | $4,577+484.4% | $4,379+510.9% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,120 | $20,916-75.5% | $17,523-70.8% | $14,365-64.4% |