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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 | $76,793 | $114,119-32.7% | $107,187-28.4% | $138,895-44.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.10% | 273.21%-261.1pp | 204.55%-192.4pp | 145.39%-133.3pp |
| Employer contribution / active EE | $15,204 | $4,059+274.6% | $3,782+302.0% | $4,194+262.5% |
| Participant deferral / active EE | $880 | $5,538-84.1% | $5,096-82.7% | $6,396-86.2% |
| Admin fee / account holder | $3,369 | $10,024-66.4% | $9,162-63.2% | $12,562-73.2% |