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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 | $65,518 | $99,875-34.4% | $146,866-55.4% | $86,983-24.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.16% | 28.10%-8.9pp | 102.85%-83.7pp | 25.83%-6.7pp |
| Employer contribution / active EE | $11,655 | $3,224+261.5% | $4,425+163.4% | $2,584+351.0% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,595 | $7,838+9.7% | $13,620-36.9% | $7,856+9.4% |