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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 | $139,817 | $210,510-33.6% | $153,500-8.9% | $145,877-4.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.15% | 13.45%-4.3pp | 15.70%-6.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $68,731 | $6,052+1035.7% | $5,039+1263.9% | $4,663+1374.0% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $667 | $19,455-96.6% | $12,736-94.8% | $13,402-95.0% |