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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 | $92,526 | $223,823-58.7% | $211,142-56.2% | $154,746-40.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.83% | 50.39%-34.6pp | 46.84%-31.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,955 | $6,787-56.5% | $6,442-54.1% | $4,379-32.5% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $625 | $19,707-96.8% | $19,076-96.7% | $14,365-95.6% |