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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 | $63,176 | $223,823-71.8% | $211,142-70.1% | $154,746-59.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.61% | 50.39%-34.8pp | 46.84%-31.2pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,169 | $6,787-68.0% | $6,442-66.3% | $4,379-50.5% |
| Participant deferral / active EE | $1,001 | $9,750-89.7% | $9,284-89.2% | $6,730-85.1% |
| Admin fee / account holder | $1,198 | $19,707-93.9% | $19,076-93.7% | $14,365-91.7% |