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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 | $39,706 | $162,136-75.5% | $152,301-73.9% | $154,746-74.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.27% | 91.02%-69.8pp | 80.50%-59.2pp | 172.34%-151.1pp |
| Employer contribution / active EE | $5,179 | $4,890+5.9% | $4,624+12.0% | $4,379+18.3% |
| Participant deferral / active EE | $2,014 | $8,341-75.9% | $8,004-74.8% | $6,730-70.1% |
| Admin fee / account holder | $425 | $15,759-97.3% | $14,398-97.0% | $14,365-97.0% |