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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 | $67,349 | $817,678-91.8% | $392,568-82.8% | $152,885-55.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 21.70% | 22.84%-1.1pp | 24.42%-2.7pp | 345.39%-323.7pp |
| Employer contribution / active EE | $7,242 | $5,502+31.6% | $3,783+91.4% | $4,763+52.0% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,851-100.0% |
| Admin fee / account holder | $564 | $12,095-95.3% | $6,260-91.0% | $11,598-95.1% |