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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 | $166,079 | $90,538+83.4% | $88,457+87.8% | $154,746+7.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 12.55% | 37.97%-25.4pp | 32.69%-20.1pp | 172.34%-159.8pp |
| Employer contribution / active EE | $7,497 | $4,914+52.6% | $4,681+60.2% | $4,379+71.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $5,667-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,287 | $10,337-68.2% | $9,606-65.8% | $14,365-77.1% |