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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 | $71,825 | $127,387-43.6% | $115,038-37.6% | $125,389-42.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.87% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $7,423 | $5,166+43.7% | $4,608+61.1% | $4,866+52.5% |
| Participant deferral / active EE | $1,039 | $6,423-83.8% | $6,026-82.8% | $5,352-80.6% |
| Admin fee / account holder | $14,034 | $9,516+47.5% | $8,175+71.7% | $9,541+47.1% |