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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 | $142,293 | $211,946-32.9% | $169,452-16.0% | $135,380+5.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.11% | 3.26%-1.2pp | 1.83%+0.3pp | 519.81%-517.7pp |
| Employer contribution / active EE | $3,333 | $5,117-34.9% | $4,157-19.8% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,852 | $11,472-22.8% | $9,110-2.8% | $10,828-18.3% |