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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 | $140,086 | $177,595-21.1% | $148,496-5.7% | $198,609-29.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.81% | 9.97%+2.8pp | 12.33%+0.5pp | 202.70%-189.9pp |
| Employer contribution / active EE | $1,136 | $4,098-72.3% | $3,497-67.5% | $5,055-77.5% |
| Participant deferral / active EE | $1,037 | $5,539-81.3% | $4,808-78.4% | $6,977-85.1% |
| Admin fee / account holder | $6,556 | $27,010-75.7% | $19,547-66.5% | $19,030-65.6% |