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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 | $85,563 | $183,627-53.4% | $155,602-45.0% | $145,978-41.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.99% | 61.32%-47.3pp | 64.81%-50.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $3,333 | $5,316-37.3% | $4,675-28.7% | $4,662-28.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,097 | $19,327-94.3% | $15,923-93.1% | $13,400-91.8% |