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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 | $174,379-59.7% | $152,093-53.8% | $138,895-49.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.69% | 74.86%-52.2pp | 66.36%-43.7pp | 145.39%-122.7pp |
| Employer contribution / active EE | $6,454 | $4,652+38.7% | $4,175+54.6% | $4,194+53.9% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,510 | $16,880-49.6% | $14,497-41.3% | $12,562-32.3% |