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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 | $114,119-46.4% | $107,187-42.9% | $138,895-55.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.14% | 273.21%-258.1pp | 204.55%-189.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $8,774 | $4,059+116.2% | $3,782+132.0% | $4,194+109.2% |
| Participant deferral / active EE | $1,263 | $5,538-77.2% | $5,096-75.2% | $6,396-80.3% |
| Admin fee / account holder | $1,191 | $10,024-88.1% | $9,162-87.0% | $12,562-90.5% |