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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 | $61,439 | $181,062-66.1% | $158,223-61.2% | $155,188-60.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.71% | 57.39%-44.7pp | 52.09%-39.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $17,565 | $4,565+284.8% | $4,109+327.5% | $4,248+313.5% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $312 | $18,825-98.3% | $16,047-98.1% | $14,480-97.8% |