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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 | $184,982 | $147,167+25.7% | $111,392+66.1% | $135,379+36.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 5.45% | -4.44%+9.9pp | -2.06%+7.5pp | 519.79%-514.3pp |
| Employer contribution / active EE | $11,663 | $5,204+124.1% | $4,328+169.5% | $4,779+144.1% |
| Participant deferral / active EE | $1,225 | $6,565-81.3% | $5,567-78.0% | $5,609-78.2% |
| Admin fee / account holder | $17,971 | $20,270-11.3% | $12,266+46.5% | $10,828+66.0% |