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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 | $96,519 | $127,386-24.2% | $115,037-16.1% | $125,388-23.0% |
| Participation rate | 85.0% | 84.2%+0.8pp | 81.4%+3.6pp | 83.2%+1.8pp |
| Annual return | 1.09% | 31.28%-30.2pp | 26.14%-25.1pp | 282.24%-281.2pp |
| Employer contribution / active EE | $13,629 | $5,166+163.8% | $4,608+195.8% | $4,866+180.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,069 | $9,516-88.8% | $8,175-86.9% | $9,541-88.8% |