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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 | $52,336 | $185,312-71.8% | $161,489-67.6% | $154,746-66.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.63% | 103.84%-82.2pp | 89.72%-68.1pp | 172.34%-150.7pp |
| Employer contribution / active EE | $13,877 | $4,769+191.0% | $4,268+225.1% | $4,379+216.9% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,144 | $18,654-93.9% | $16,006-92.9% | $14,365-92.0% |