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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 | $90,427 | $275,752-67.2% | $256,809-64.8% | $198,609-54.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 5.70% | 34.81%-29.1pp | 32.73%-27.0pp | 202.70%-197.0pp |
| Employer contribution / active EE | $8,544 | $7,721+10.7% | $7,263+17.6% | $5,055+69.0% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $219,792 | $25,716+754.7% | $25,146+774.0% | $19,030+1055.0% |