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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 | $96,913 | $181,062-46.5% | $158,223-38.7% | $155,188-37.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.60% | 57.39%-46.8pp | 52.09%-41.5pp | 148.84%-138.2pp |
| Employer contribution / active EE | $12,053 | $4,565+164.0% | $4,109+193.3% | $4,248+183.7% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,988 | $18,825-52.3% | $16,047-44.0% | $14,480-37.9% |