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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 | $70,297 | $185,312-62.1% | $161,489-56.5% | $154,746-54.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.69% | 103.84%-81.2pp | 89.72%-67.0pp | 172.34%-149.6pp |
| Employer contribution / active EE | $6,454 | $4,769+35.3% | $4,268+51.2% | $4,379+47.4% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,510 | $18,654-54.4% | $16,006-46.8% | $14,365-40.8% |