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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 | $61,225 | $129,737-52.8% | $119,126-48.6% | $154,746-60.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.14% | 379.08%-363.9pp | 282.11%-267.0pp | 172.34%-157.2pp |
| Employer contribution / active EE | $8,774 | $4,375+100.5% | $4,034+117.5% | $4,379+100.4% |
| Participant deferral / active EE | $1,263 | $5,842-78.4% | $5,318-76.3% | $6,730-81.2% |
| Admin fee / account holder | $1,191 | $11,961-90.0% | $10,693-88.9% | $14,365-91.7% |