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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 | $60,779 | $148,558-59.1% | $135,925-55.3% | $139,427-56.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.52% | 79.22%-64.7pp | 68.25%-53.7pp | 373.27%-358.7pp |
| Employer contribution / active EE | $9,932 | $5,244+89.4% | $4,857+104.5% | $4,752+109.0% |
| Participant deferral / active EE | $338 | $8,101-95.8% | $7,759-95.7% | $6,711-95.0% |
| Admin fee / account holder | $4,127 | $12,401-66.7% | $10,764-61.7% | $11,404-63.8% |