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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 | $61,127 | $181,062-66.2% | $158,223-61.4% | $155,188-60.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.49% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $4,825 | $4,565+5.7% | $4,109+17.4% | $4,248+13.6% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $553 | $18,825-97.1% | $16,047-96.6% | $14,480-96.2% |