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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 | $153,492 | $275,752-44.3% | $256,809-40.2% | $198,609-22.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 5.40% | 34.81%-29.4pp | 32.73%-27.3pp | 202.70%-197.3pp |
| Employer contribution / active EE | $3,027 | $7,721-60.8% | $7,263-58.3% | $5,055-40.1% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $46,969 | $25,716+82.6% | $25,146+86.8% | $19,030+146.8% |