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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 | $81,190 | $153,769-47.2% | $133,975-39.4% | $273,972-70.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.41% | 36.51%-33.1pp | 29.29%-25.9pp | 41.46%-38.0pp |
| Employer contribution / active EE | $21,204 | $6,029+251.7% | $5,211+306.9% | $4,869+335.5% |
| Participant deferral / active EE | $377 | $6,958-94.6% | $6,282-94.0% | $5,287-92.9% |
| Admin fee / account holder | $4,739 | $11,765-59.7% | $9,324-49.2% | $10,133-53.2% |