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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 | $147,319 | $199,109-26.0% | $173,730-15.2% | $154,746-4.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.09% | 20.02%-8.9pp | 19.96%-8.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $13,188 | $5,311+148.3% | $4,577+188.1% | $4,379+201.2% |
| Participant deferral / active EE | $629 | $7,113-91.2% | $6,326-90.1% | $6,730-90.7% |
| Admin fee / account holder | $17,020 | $20,916-18.6% | $17,523-2.9% | $14,365+18.5% |