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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 | $50,820 | $157,276-67.7% | $141,177-64.0% | $152,885-66.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.09% | 64.33%-47.2pp | 71.40%-54.3pp | 345.39%-328.3pp |
| Employer contribution / active EE | $10,604 | $5,262+101.5% | $4,736+123.9% | $4,763+122.6% |
| Participant deferral / active EE | $334 | $7,110-95.3% | $6,710-95.0% | $5,851-94.3% |
| Admin fee / account holder | $326 | $12,123-97.3% | $10,263-96.8% | $11,598-97.2% |