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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 | $152,264 | $228,352-33.3% | $185,835-18.1% | $158,966-4.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 46.06% | 40.81%+5.2pp | 35.96%+10.1pp | 302.95%-256.9pp |
| Employer contribution / active EE | $585 | $4,967-88.2% | $4,087-85.7% | $4,762-87.7% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $834 | $11,867-93.0% | $9,502-91.2% | $11,250-92.6% |