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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 | $38,737 | $178,174-78.3% | $156,181-75.2% | $137,256-71.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.57% | 84.19%-71.6pp | 64.87%-52.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $6,876 | $4,972+38.3% | $4,294+60.1% | $4,156+65.4% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $333 | $17,404-98.1% | $14,586-97.7% | $12,270-97.3% |