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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 | $69,396 | $227,399-69.5% | $189,758-63.4% | $198,609-65.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.99% | 61.03%-52.0pp | 52.62%-43.6pp | 202.70%-193.7pp |
| Employer contribution / active EE | $2,778 | $5,526-49.7% | $4,767-41.7% | $5,055-45.1% |
| Participant deferral / active EE | $281 | $6,837-95.9% | $5,856-95.2% | $6,977-96.0% |
| Admin fee / account holder | $993 | $25,162-96.1% | $20,388-95.1% | $19,030-94.8% |