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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 | $173,428 | $167,415+3.6% | $140,514+23.4% | $198,609-12.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 15.56% | 13.85%+1.7pp | 14.36%+1.2pp | 202.70%-187.1pp |
| Employer contribution / active EE | $25,601 | $4,088+526.3% | $3,378+657.8% | $5,055+406.4% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $30,660 | $16,730+83.3% | $13,697+123.8% | $19,030+61.1% |