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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 | $122,018 | $254,759-52.1% | $216,567-43.7% | $198,609-38.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.50% | 10.04%+1.5pp | 12.94%-1.4pp | 202.70%-191.2pp |
| Employer contribution / active EE | $5,217 | $6,096-14.4% | $5,2160% | $5,055+3.2% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $15,367 | $26,311-41.6% | $21,981-30.1% | $19,030-19.3% |