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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 | $84,463 | $172,111-50.9% | $150,298-43.8% | $137,256-38.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.83% | 69.37%-54.5pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $6,536 | $4,636+41.0% | $4,154+57.3% | $4,156+57.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $752 | $16,471-95.4% | $14,116-94.7% | $12,270-93.9% |