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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 | $90,073 | $217,432-58.6% | $185,849-51.5% | $167,536-46.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.55% | 148.42%-133.9pp | 122.10%-107.5pp | 478.82%-464.3pp |
| Employer contribution / active EE | $4,618 | $5,875-21.4% | $5,169-10.7% | $4,839-4.6% |
| Participant deferral / active EE | $882 | $6,357-86.1% | $5,569-84.2% | $6,342-86.1% |
| Admin fee / account holder | $351 | $19,818-98.2% | $16,244-97.8% | $12,315-97.1% |