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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 | $60,501 | $202,440-70.1% | $169,390-64.3% | $139,466-56.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 10.19% | 532.36%-522.2pp | 406.07%-395.9pp | 373.66%-363.5pp |
| Employer contribution / active EE | $19,920 | $4,693+324.5% | $4,013+396.5% | $4,754+319.0% |
| Participant deferral / active EE | $919 | $6,940-86.8% | $6,222-85.2% | $6,712-86.3% |
| Admin fee / account holder | $4,496 | $10,722-58.1% | $9,015-50.1% | $11,409-60.6% |