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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 | $134,817-54.6% | $123,973-50.6% | $155,188-60.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.14% | 515.49%-500.4pp | 388.13%-373.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $8,774 | $4,425+98.3% | $4,126+112.7% | $4,248+106.6% |
| Participant deferral / active EE | $1,263 | $5,706-77.9% | $5,247-75.9% | $6,531-80.7% |
| Admin fee / account holder | $1,191 | $13,245-91.0% | $11,799-89.9% | $14,480-91.8% |