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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 | $71,066 | $228,352-68.9% | $185,835-61.8% | $158,966-55.3% |
| Participation rate | 94.4% | 82.3%+12.1pp | 78.0%+16.4pp | 82.0%+12.5pp |
| Annual return | 13.50% | 40.81%-27.3pp | 35.96%-22.5pp | 302.95%-289.4pp |
| Employer contribution / active EE | $2,778 | $4,967-44.1% | $4,087-32.0% | $4,762-41.7% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $621 | $11,867-94.8% | $9,502-93.5% | $11,250-94.5% |