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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 | $55,165 | $181,062-69.5% | $158,223-65.1% | $155,188-64.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.54% | 57.39%-44.8pp | 52.09%-39.5pp | 148.84%-136.3pp |
| Employer contribution / active EE | $16,974 | $4,565+271.8% | $4,109+313.1% | $4,248+299.6% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $419 | $18,825-97.8% | $16,047-97.4% | $14,480-97.1% |