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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 | $44,635 | $165,361-73.0% | $149,715-70.2% | $158,950-71.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.08% | 348.24%-333.2pp | 276.66%-261.6pp | 302.91%-287.8pp |
| Employer contribution / active EE | $5,261 | $5,103+3.1% | $4,645+13.3% | $4,762+10.5% |
| Participant deferral / active EE | $412 | $7,182-94.3% | $6,842-94.0% | $5,983-93.1% |
| Admin fee / account holder | $370 | $10,808-96.6% | $9,310-96.0% | $11,248-96.7% |