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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 | $73,228 | $167,533-56.3% | $151,645-51.7% | $134,545-45.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.81% | 7.81%-16.6pp | 3.34%-12.1pp | 418.37%-427.2pp |
| Employer contribution / active EE | $13,382 | $6,828+96.0% | $6,165+117.1% | $4,742+182.2% |
| Participant deferral / active EE | $2,112 | $8,985-76.5% | $8,363-74.7% | $6,401-67.0% |
| Admin fee / account holder | $17,736 | $13,781+28.7% | $11,614+52.7% | $11,431+55.2% |