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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 | $100,565 | $211,946-52.6% | $169,452-40.7% | $135,382-25.7% |
| Participation rate | 92.3% | 82.6%+9.7pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | 4.55% | 3.26%+1.3pp | 1.83%+2.7pp | 519.77%-515.2pp |
| Employer contribution / active EE | $9,231 | $5,117+80.4% | $4,157+122.1% | $4,779+93.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,272 | $11,472-10.5% | $9,110+12.8% | $10,829-5.1% |