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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 | $169,389 | $162,967+3.9% | $135,792+24.7% | $138,895+22.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.26% | 30.08%-14.8pp | 25.96%-10.7pp | 145.39%-130.1pp |
| Employer contribution / active EE | $8,583 | $4,211+103.8% | $3,496+145.5% | $4,194+104.6% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,381 | $15,306-58.3% | $12,266-48.0% | $12,562-49.2% |