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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 | $73,047 | $167,533-56.4% | $151,645-51.8% | $134,545-45.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 16.06% | 7.81%+8.2pp | 3.34%+12.7pp | 418.37%-402.3pp |
| Employer contribution / active EE | $37,063 | $6,828+442.8% | $6,165+501.2% | $4,742+681.7% |
| Participant deferral / active EE | $2,896 | $8,985-67.8% | $8,363-65.4% | $6,401-54.8% |
| Admin fee / account holder | $3,311 | $13,781-76.0% | $11,614-71.5% | $11,431-71.0% |