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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 | $59,517 | $210,510-71.7% | $153,500-61.2% | $145,877-59.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.70% | 13.45%-1.8pp | 15.70%-4.0pp | 551.28%-539.6pp |
| Employer contribution / active EE | $18,511 | $6,052+205.9% | $5,039+267.3% | $4,663+297.0% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $315 | $19,455-98.4% | $12,736-97.5% | $13,402-97.7% |