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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 | $67,615 | $115,917-41.7% | $100,535-32.7% | $158,982-57.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.62% | 34.80%-17.2pp | 30.90%-13.3pp | 302.99%-285.4pp |
| Employer contribution / active EE | $14,017 | $4,105+241.4% | $3,419+310.0% | $4,763+194.3% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,627 | $11,002-85.2% | $8,085-79.9% | $11,252-85.5% |