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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 | $103,729 | $92,798+11.8% | $96,707+7.3% | $137,256-24.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 15.59% | 31.24%-15.7pp | 34.78%-19.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,824 | $4,147+40.4% | $4,191+39.0% | $4,156+40.1% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $569 | $7,946-92.8% | $7,503-92.4% | $12,270-95.4% |