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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 | $84,479 | $185,312-54.4% | $161,489-47.7% | $154,746-45.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.95% | 103.84%-88.9pp | 89.72%-74.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,399 | $4,769-70.7% | $4,268-67.2% | $4,379-68.1% |
| Participant deferral / active EE | $1,709 | $6,350-73.1% | $5,630-69.6% | $6,730-74.6% |
| Admin fee / account holder | $532,180 | $18,654+2752.8% | $16,006+3225.0% | $14,365+3604.6% |