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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 | $73,761 | $185,312-60.2% | $161,489-54.3% | $154,746-52.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.59% | 103.84%-93.3pp | 89.72%-79.1pp | 172.34%-161.8pp |
| Employer contribution / active EE | $5,000 | $4,769+4.8% | $4,268+17.1% | $4,379+14.2% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,239 | $18,654-88.0% | $16,006-86.0% | $14,365-84.4% |