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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 | $51,874 | $210,510-75.4% | $153,500-66.2% | $145,877-64.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.50% | 13.45%+1.0pp | 15.70%-1.2pp | 551.28%-536.8pp |
| Employer contribution / active EE | $10,527 | $6,052+74.0% | $5,039+108.9% | $4,663+125.8% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $22,732 | $19,455+16.8% | $12,736+78.5% | $13,402+69.6% |