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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 | $119,369 | $227,633-47.6% | $189,597-37.0% | $167,553-28.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.29% | 78.45%-66.2pp | 64.20%-51.9pp | 478.89%-466.6pp |
| Employer contribution / active EE | $5,694 | $5,317+7.1% | $4,412+29.1% | $4,840+17.7% |
| Participant deferral / active EE | $727 | $7,003-89.6% | $6,174-88.2% | $6,343-88.5% |
| Admin fee / account holder | $914 | $11,879-92.3% | $9,807-90.7% | $12,316-92.6% |