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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 | $105,051 | $102,638+2.4% | $81,982+28.1% | $158,982-33.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 15.53% | 61.05%-45.5pp | 41.31%-25.8pp | 302.99%-287.5pp |
| Employer contribution / active EE | $573 | $3,241-82.3% | $2,498-77.1% | $4,763-88.0% |
| Participant deferral / active EE | $1,020 | $4,649-78.1% | $3,722-72.6% | $5,983-83.0% |
| Admin fee / account holder | $310 | $8,237-96.2% | $5,665-94.5% | $11,252-97.2% |