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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 | $171,620 | $147,594+16.3% | $121,871+40.8% | $198,609-13.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 11.55% | 12.94%-1.4pp | 13.57%-2.0pp | 202.70%-191.1pp |
| Employer contribution / active EE | $21,830 | $3,007+626.0% | $2,731+699.3% | $5,055+331.8% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,729 | $15,134-29.1% | $11,551-7.1% | $19,030-43.6% |