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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 | $90,906 | $107,666-15.6% | $102,184-11.0% | $154,746-41.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.37% | 29.33%-13.0pp | 31.58%-15.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $6,633 | $3,846+72.5% | $3,594+84.6% | $4,379+51.5% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $672 | $12,943-94.8% | $11,609-94.2% | $14,365-95.3% |