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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 | $210,991-71.8% | $153,741-61.3% | $145,897-59.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.70% | 13.46%-1.8pp | 15.71%-4.0pp | 552.29%-540.6pp |
| Employer contribution / active EE | $18,511 | $6,057+205.6% | $5,042+267.2% | $4,663+297.0% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $315 | $19,490-98.4% | $12,749-97.5% | $13,390-97.6% |