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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 | $61,651 | $81,504-24.4% | $102,437-39.8% | $80,959-23.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 78.82% | 25.60%+53.2pp | 24.95%+53.9pp | 35.67%+43.2pp |
| Employer contribution / active EE | $9,092 | $3,104+193.0% | $3,871+134.9% | $2,757+229.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,232 | $6,719+7.6% | $8,388-13.8% | $6,925+4.4% |