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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 | $170,745 | $124,425+37.2% | $112,040+52.4% | $137,256+24.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.18% | 24.72%-13.5pp | 24.52%-13.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $5,894 | $3,411+72.8% | $2,954+99.5% | $4,156+41.8% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,368 | $15,207-91.0% | $12,098-88.7% | $12,270-88.8% |