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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 | $160,560 | $153,769+4.4% | $133,975+19.8% | $273,972-41.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.10% | 36.51%-22.4pp | 29.29%-15.2pp | 41.46%-27.4pp |
| Employer contribution / active EE | $25,241 | $6,029+318.7% | $5,211+384.4% | $4,869+418.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $685,931 | $11,765+5730.5% | $9,324+7256.3% | $10,133+6669.5% |