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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 | $102,161 | $227,633-55.1% | $189,597-46.1% | $167,553-39.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.78% | 78.45%-69.7pp | 64.20%-55.4pp | 478.89%-470.1pp |
| Employer contribution / active EE | $4,748 | $5,317-10.7% | $4,412+7.6% | $4,840-1.9% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $306 | $11,879-97.4% | $9,807-96.9% | $12,316-97.5% |