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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 | $30,496 | $183,592-83.4% | $155,574-80.4% | $145,877-79.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.65% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,659 | $5,317-68.8% | $4,676-64.5% | $4,663-64.4% |
| Participant deferral / active EE | $1,157 | $6,466-82.1% | $5,629-79.4% | $6,691-82.7% |
| Admin fee / account holder | $18,181 | $19,316-5.9% | $15,914+14.2% | $13,402+35.7% |