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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 | $58,610 | $196,972-70.2% | $182,262-67.8% | $198,609-70.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.45% | 158.27%-140.8pp | 140.60%-123.1pp | 202.70%-185.3pp |
| Employer contribution / active EE | $9,492 | $5,364+77.0% | $5,046+88.1% | $5,055+87.8% |
| Participant deferral / active EE | $3,295 | $8,643-61.9% | $8,276-60.2% | $6,977-52.8% |
| Admin fee / account holder | $678 | $18,429-96.3% | $16,712-95.9% | $19,030-96.4% |